How does BRIXEY & MEYER CAPITAL LLC Help Clients?
BRIXEY & MEYER CAPITAL LLC is a financial advisory firm that provides sound financial advice to its clients. With years of experience and a team of experts, their aim is to help clients achieve their financial goals and secure their financial future. They understand that each client’s needs are unique, and thus they offer personalized solutions to cater to their financial needs. Here are some key takeaways of how BRIXEY & MEYER CAPITAL LLC assists their clients:
- They provide comprehensive financial planning services, including retirement planning, tax planning, estate planning, and risk management.
- They offer customized investment management strategies to help clients achieve their long-term financial goals.
- They assist with wealth preservation and transfer, to ensure that clients’ legacies are passed down to future generations.
Facts and Insights
BRIXEY & MEYER CAPITAL LLC was founded in 2002 and is based in Clayton, Missouri. The firm has a team of 83 advisors and manages approximately $1.1 billion in assets under management. With a focus on trust and integrity, BRIXEY & MEYER CAPITAL LLC has become a trusted financial expert for many clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.1 billion | 83 | Since 2002 |
Financial Services Offered
BRIXEY & MEYER CAPITAL LLC offers a wide range of financial services to cater to their clients’ needs. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Wealth preservation and transfer
Client Types
BRIXEY & MEYER CAPITAL LLC works with a diverse group of clients, including individuals, families, and businesses. Their personalized approach allows them to cater to the unique financial needs of each client.
Fees & Compensation
BRIXEY & MEYER CAPITAL LLC follows a fee-only compensation structure, meaning they do not earn commissions from selling products to their clients. This fee-only structure ensures that their advice is unbiased and in the best interest of their clients. The fees charged by BRIXEY & MEYER CAPITAL LLC are based on a percentage of the assets under management.
Background
BRIXEY & MEYER CAPITAL LLC was founded by Jerry Brixey and Tim Meyer, who combined their knowledge and expertise to provide top-notch financial services to their clients. The firm adheres to a client-focused approach, where they prioritize their clients’ needs and provide customized solutions based on their goals and risk tolerance. BRIXEY & MEYER CAPITAL LLC is committed to helping their clients achieve financial success and peace of mind.
Financial Advisor Disclosures to Know
BRIXEY & MEYER CAPITAL LLC has a clean record and has not faced any disciplinary action or been involved in any legal or regulatory issues. They believe in transparency and provide all necessary disclosures to their clients, ensuring that they are well-informed and can make sound financial decisions.