How does the advisor help clients – Key Takeaways:
BROOKS, MOORE & ASSOCIATES, INC. is a highly reputable and experienced financial advisory firm located in the heart of the financial hub, Wall Street. With a team of seasoned financial experts and advisors, this firm has been providing top-notch financial services to individuals and businesses for over 20 years.
Facts and Insights:
BROOKS, MOORE & ASSOCIATES, INC. prides itself on being a trusted and reliable financial partner for their clients. The firm offers a wide range of financial services, including financial planning, investment management, retirement planning, and risk management, among others. With a client-centric approach, BROOKS, MOORE & ASSOCIATES, INC. aims to help clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2,500,000,000 | 15 | 20 years |
Financial Services Offered:
BROOKS, MOORE & ASSOCIATES, INC. offers a comprehensive range of financial services for individuals and businesses. These include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
- Business planning and consulting
Client Types:
BROOKS, MOORE & ASSOCIATES, INC. caters to a diverse range of clients, including high-net-worth individuals, families, small businesses, and corporations. They understand that each client has unique financial needs and goals, and they tailor their services to meet these specific requirements.
Fees & Compensation:
BROOKS, MOORE & ASSOCIATES, INC. is a fee-only firm, which means they do not receive commission or any other form of compensation from selling financial products. They are completely transparent about their fees and only charge a percentage of the assets they manage for their clients. This fee structure aligns their interests with those of their clients, ensuring they always act in their clients’ best interests.
Background:
BROOKS, MOORE & ASSOCIATES, INC. was founded by financial experts John Brooks and Lisa Moore in 2001. With over 40 years of combined experience in the financial industry, they have built a strong reputation for their knowledge, integrity, and personalized service. The firm continues to grow and expand its services, always staying on top of the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BROOKS, MOORE & ASSOCIATES, INC. is required to disclose any potential conflicts of interest. They take this responsibility seriously and have a strict code of ethics to ensure their clients’ best interests are always prioritized. Additionally, they maintain all necessary licenses and registrations and have no disciplinary actions or disclosures.