How does the advisor help clients – Key Takeaways:
BROKAW RICE INVESTMENT ADVISORS, INCORPORATED offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized strategies and expert advice to guide clients on their financial journey.
Facts and Insights:
Founded in 1998, BROKAW RICE INVESTMENT ADVISORS, INCORPORATED has over 20 years of experience in the financial industry. They currently have assets under management totaling $1.5 billion with a team of 10 advisors. Their track record of success and commitment to excellence make them a reliable and trustworthy choice for clients seeking financial guidance.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $1.5 billion | 10 |
Financial Services Offered:
BROKAW RICE INVESTMENT ADVISORS, INCORPORATED provides a full range of financial services including investment management, financial planning, retirement planning, estate planning, and tax planning. They take a holistic approach to financial planning and work closely with clients to develop customized strategies based on their individual needs and goals.
Client Types:
BROKAW RICE INVESTMENT ADVISORS, INCORPORATED serves a diverse range of clients, including individuals, families, and businesses. They have the expertise to assist clients across all stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation:
BROKAW RICE INVESTMENT ADVISORS, INCORPORATED operates on a fee-only basis, meaning they do not earn commissions for recommending specific investments. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are transparent and based on a percentage of assets under management.
Background:
BROKAW RICE INVESTMENT ADVISORS, INCORPORATED was founded by John Brokaw and David Rice, both experienced financial advisors with a passion for helping clients achieve financial success. Over the years, their firm has grown to include a team of highly qualified advisors who all share the same commitment to providing top-notch financial services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BROKAW RICE INVESTMENT ADVISORS, INCORPORATED is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. They also have a clean record with no disciplinary actions or regulatory violations.