How does the advisor help clients – Key Takeaways:
Brooks Larson Wealth Management offers a range of financial services to help clients achieve their long-term financial goals.
Facts and Insights
Here are some key facts and insights about Brooks Larson Wealth Management:
| Assets Under Management | $350 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
Brooks Larson Wealth Management offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Wealth transfer strategies
- Tax planning
Client Types
Brooks Larson Wealth Management primarily works with the following types of clients:
- High-net-worth individuals
- Business owners
- Professionals
Fees & Compensation
Brooks Larson Wealth Management charges a percentage of assets under management as their fee. They believe in a transparent fee structure and do not charge any hidden fees.
Background
Brooks Larson Wealth Management was established in 2006 by financial experts, Brooks and Larson. With over 15 years of experience in the industry, they have built a reputation for providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand their background and any potential conflicts of interest. Here are some key disclosures to know about Brooks Larson Wealth Management:
- No criminal or civil actions have been taken against the firm or its advisors.
- The firm and its advisors have disclosed any potential conflicts of interest, including affiliated business relationships and compensation.
- Brooks Larson Wealth Management is a registered investment advisor with the Securities and Exchange Commission.