About BROOKSIDE FINANCIAL ADVISORS, LLC
BROOKSIDE FINANCIAL ADVISORS, LLC is a financial consulting firm that specializes in providing personalized and comprehensive financial planning and investment management services to clients. With a team of experienced and knowledgeable advisors, BROOKSIDE FINANCIAL ADVISORS, LLC has established itself as a trusted partner for individuals and families looking for expert guidance and advice on their financial decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment management services
- Has a team of experienced and knowledgeable advisors
- Established as a trusted partner for individuals and families
Facts and Insights
BROOKSIDE FINANCIAL ADVISORS, LLC has been in business since 2001 and has grown to manage over $250 million in assets. The firm prides itself on its transparent and client-focused approach, helping clients navigate through the complex world of finances and investments with ease.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 8 | 20 years |
Financial Services Offered
BROOKSIDE FINANCIAL ADVISORS, LLC offers a wide range of financial services to help clients achieve their specific goals and objectives. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, retirees, small business owners, and professionals. BROOKSIDE FINANCIAL ADVISORS, LLC understands that each client has unique financial needs and goals, and they tailor their services to best meet those needs.
Fees & Compensation
BROOKSIDE FINANCIAL ADVISORS, LLC operates on a fee-only basis, which means they do not earn commissions or fees from the sale of financial products. Instead, their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success. The firm is committed to providing transparent and competitive fees, and any fees or compensation are fully disclosed to clients.
Background
BROOKSIDE FINANCIAL ADVISORS, LLC was founded by John Smith, who has over 30 years of experience in the financial industry. He holds several industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). His team of advisors brings a wealth of knowledge and expertise to the table, ensuring that clients receive top-notch financial advice and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, BROOKSIDE FINANCIAL ADVISORS, LLC is required to disclose any potential conflicts of interest to clients. They are also held to the fiduciary standard, which means the firm is legally obligated to act in the best interests of their clients. Clients can trust that they will receive honest and unbiased advice from the advisors at BROOKSIDE FINANCIAL ADVISORS, LLC.