…
<!–
How does the advisor help clients – Key Takeaways:
BROCKMAN CAPITAL MANAGEMENT, LLC is a leading financial advisory firm known for its expertise in managing and growing client assets. They offer a wide range of comprehensive financial services to individuals, families, and businesses, with a strong focus on personalized strategies and long-term partnerships.
Facts and Insights
Since its establishment in 2001, BROCKMAN CAPITAL MANAGEMENT, LLC has consistently delivered strong results and has earned a reputation for its transparent approach and exceptional client service. Their team of highly experienced advisors is committed to continually staying on top of industry trends and implementing the most effective strategies for clients.
Assets Under Management, Number of Advisors and Time in Business:
Based on public reports, as of 2021, BROCKMAN CAPITAL MANAGEMENT, LLC manages over $2 billion in client assets and has a team of 15 financial advisors. With over 20 years in business, they have established a strong track record of helping clients achieve their financial goals.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $2 billion | 15 |
Financial Services Offered
BROCKMAN CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance services, and more. Their team of advisors works closely with each client to understand their unique needs and create customized strategies to help them achieve their financial goals.
Client Types
BROCKMAN CAPITAL MANAGEMENT, LLC primarily serves high-net-worth individuals, families, and small businesses. They also work with individuals in life transitions, such as those nearing retirement or experiencing a significant financial event. Their team has the expertise to handle complex financial situations and provide tailored solutions for each client.
Fees & Compensation
BROCKMAN CAPITAL MANAGEMENT, LLC operates on a fee-based compensation model. This means that their advisors do not earn commissions on products or services they recommend, ensuring that their recommendations are always in the best interest of the client. Fees are based on a percentage of assets under management and vary depending on the client’s needs and the services provided.
Background
The founder and CEO of BROCKMAN CAPITAL MANAGEMENT, LLC, John Brockman, has over 30 years of experience in the financial services industry. He holds various professional certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. The firm’s team of advisors also comprises experienced and knowledgeable professionals committed to providing top-notch financial services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BROCKMAN CAPITAL MANAGEMENT, LLC is held to a fiduciary standard, which means they are legally obligated to always act in their clients’ best interests. They have a clean regulatory record and no disciplinary actions on their record.
–>
How does the advisor help clients – Key Takeaways:
BROCKMAN CAPITAL MANAGEMENT, LLC is a premier financial advisory firm that has a strong track record of helping clients manage and grow their assets. Their team of experienced advisors offers personalized strategies and long-term partnerships, making them a trusted and reliable choice for individuals, families, and businesses seeking financial services.
Facts and Insights
Established in 2001, BROCKMAN CAPITAL MANAGEMENT, LLC has built a reputation for its transparent practices and exceptional client service. With a team of highly knowledgeable advisors who prioritize staying on the cutting edge of industry trends, they are well-equipped to provide strategic and effective solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
Publicly available data shows that as of 2021, BROCKMAN CAPITAL MANAGEMENT, LLC manages over $2 billion in assets and has 15 financial advisors on staff. With over 20 years in business, they have a proven record of delivering results and helping clients achieve their financial goals.
| Year Established |
|---|