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About BROUSSARD FINANCIAL GROUP, LLC
BROUSSARD FINANCIAL GROUP, LLC is a leading financial advisory firm that provides expert guidance and financial solutions to individuals and businesses. Founded in 2005, the firm has established a strong reputation for its personalized approach to financial planning and extensive knowledge of the industry.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and solutions to individuals and businesses
- Offers personalized and tailored financial planning services
- Has extensive knowledge and experience in the industry
- Establishes long-term relationships with clients based on trust and transparency
Facts and Insights
BROUSSARD FINANCIAL GROUP, LLC has a team of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. With a comprehensive range of financial services and solutions, the firm is committed to providing the highest level of expertise and service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
Client Types
BROUSSARD FINANCIAL GROUP, LLC serves a diverse range of clients including individuals, families, and businesses. The firm takes a personalized approach to each client and tailors their financial solutions based on their unique needs and goals.
Fees & Compensation
The firm’s fees and compensation structure are fully transparent and disclosed to clients before any services are rendered. BROUSSARD FINANCIAL GROUP, LLC offers fee-based financial planning services, meaning that they charge a percentage of assets under management as their fees. This creates an alignment of interests between the firm and its clients, as the firm’s compensation is directly tied to the performance of the client’s investments.
Background
The founding partners of BROUSSARD FINANCIAL GROUP, LLC have a combined experience of over 50 years in the financial industry. With their extensive knowledge and expertise, they have built a team of dedicated financial advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
BROUSSARD FINANCIAL GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning that they are legally required to act in the best interests of their clients at all times. The firm also has a clean record with no regulatory actions or disciplinary actions taken against them.