How does the advisor help clients – Key Takeaways:
Brooks Financial of North Carolina, LLC is an experienced and knowledgeable financial firm that provides a wide range of services to help clients reach their financial goals. They offer personalized and comprehensive financial planning services, investment management, and insurance solutions. The firm prides itself on providing transparent and objective advice to its clients.
Facts and Insights
According to publicly available data, Brooks Financial of North Carolina, LLC has been in business for over 15 years and currently manages over $500 million in assets under management. They have a team of 12 advisors who have an average of 20 years of experience in the financial services industry. The firm has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Over 15 years |
Financial Services Offered
Brooks Financial of North Carolina, LLC offers a wide range of financial services to its clients. These include:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
- Social security planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small business owners. They also work with clients at various stages of their financial journey, from young professionals just starting to plan for their future to retirees looking to preserve their wealth.
Fees & Compensation
Brooks Financial of North Carolina, LLC is a fee-only firm, which means they are compensated solely by their clients and do not receive commissions or kickbacks from any financial products or services. The firm’s fees are typically based on a percentage of assets under management, and they are committed to providing transparent and competitive pricing to their clients.
Background
The founder of Brooks Financial of North Carolina, LLC, John Brooks, has over 35 years of experience in the financial services industry. He holds a Certified Financial Planner (CFP) designation and is dedicated to staying up-to-date with industry changes and best practices. The firm’s team of advisors also has an extensive background in the financial services industry and is committed to providing top-notch service and advice to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is essential to be aware of any potential conflicts of interest or past disciplinary actions. According to publicly available data, Brooks Financial of North Carolina, LLC has a clean record with no disclosures listed.