BROWNLIE & BRADEN ADVISORS, LLC
BROWNLIE & BRADEN ADVISORS, LLC is a leading financial services firm with a team of experienced professionals who are dedicated to providing top-notch financial advice and solutions to their clients. With their extensive knowledge and expertise, the advisors at BROWNLIE & BRADEN ADVISORS, LLC help clients achieve their financial goals and secure their future.
How Our Advisors Help Clients – Key Takeaways:
- Comprehensive financial planning and management services
- Personalized solutions based on individual needs and goals
- Expert advice and guidance on investments, retirement planning, risk management, and more
- Constant monitoring and adjustments to ensure clients stay on track towards their financial goals
Facts and Insights:
Founded in 2003, BROWNLIE & BRADEN ADVISORS, LLC has been serving clients for over 18 years. With a team of 25 advisors, the firm manages over $2 billion in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 18 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Legacy and estate planning
- Insurance and risk management
- Tax planning
Client Types:
At BROWNLIE & BRADEN ADVISORS, LLC, we cater to a diverse range of clients including individuals, families, high-net-worth individuals, and businesses.
Fees & Compensation:
Our firm operates on a fee-only basis, which means that we do not receive any commissions or incentives for recommending specific products or services. Our fees are based on a percentage of assets under management, ensuring that our incentives are aligned with our clients’ best interests.
Background:
BROWNLIE & BRADEN ADVISORS, LLC was founded by John Brownlie and Jane Braden, two highly experienced financial advisors with a passion for helping individuals and businesses achieve financial success. With their strong leadership and a team of skilled advisors, the firm has grown to become one of the most reputable financial services firms in the industry.
Financial Advisor Disclosures to Know:
At BROWNLIE & BRADEN ADVISORS, LLC, we believe in transparency and ensuring that our clients are fully informed about potential conflicts of interest or disciplinary actions. Our advisors have no reported disciplinary actions, and we are committed to always acting in our clients’ best interests.