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How does the advisor help clients – Key Takeaways:
BROCKELSBY INVESTMENT SERVICES provides personalized financial services to assist clients in achieving their financial goals.
Facts and Insights
With over 25 years of experience in the financial industry, BROCKELSBY INVESTMENT SERVICES provides comprehensive financial planning and wealth management services to individuals and families. They prioritize building strong relationships with their clients, understanding their unique needs and providing tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
BROCKELSBY INVESTMENT SERVICES serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Retired individuals
- High-net-worth individuals
- Professionals
Fees & Compensation
BROCKELSBY INVESTMENT SERVICES operates on a fee-based structure, meaning their compensation is based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’ best interests, as they are motivated to help their clients grow their assets.
They also offer transparent fee schedules and do not charge any commission or sales fees, ensuring that their clients’ needs come first.
Background
BROCKELSBY INVESTMENT SERVICES was founded by John Brockelsby, a certified financial planner with over three decades of experience in the industry. John and his team are committed to providing personalized, unbiased financial advice and strategies to help their clients achieve financial success.
Financial Advisor Disclosures to Know
BROCKELSBY INVESTMENT SERVICES prides themselves on operating with integrity and transparency. They have no legal or disciplinary actions against them and have a clean record with state and federal regulators.
They also have a fiduciary duty to their clients, meaning they are legally obligated to act in their clients’ best interests at all times.