How does the advisor help clients – Key Takeaways:
BROWNSON, REHMUS & FOXWORTH, INC. is a financial firm that specializes in providing expert financial advice to its clients. With a team of experienced advisors and a wide range of financial services, they strive to help their clients achieve their financial goals.
Facts and Insights
BROWNSON, REHMUS & FOXWORTH, INC. was founded in 1995 and has been in business for over 25 years. They currently have assets under management totaling over $1 billion and a team of 12 financial advisors.
Throughout their years in business, they have gained valuable insights and experience in the financial industry, allowing them to provide personalized and comprehensive financial solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 12 | Over 25 years |
Source: BROWNSON, REHMUS & FOXWORTH, INC. BrokerCheck report
Financial Services Offered
Brownson, Rehmus & Foxworth, Inc. offers a range of financial services to cater to their clients’ needs. Some of the services they provide include:
- Investment management and advisory services
- Estate planning and trust services
- Tax planning and preparation
- Retirement planning
- Insurance planning
Client Types
Brownson, Rehmus & Foxworth, Inc. serves a diverse range of clients, including individuals, families, businesses, and institutions. They tailor their services to meet the specific needs and goals of each client, providing personalized financial solutions to help them achieve financial success.
Fees & Compensation
Brownson, Rehmus & Foxworth, Inc. charges fees for their services, which may include asset-based fees, hourly fees, or fixed fees. They are a fee-only firm, meaning they do not receive any commissions or incentives for recommending specific investments or products. This ensures that their advice is unbiased and in the best interest of their clients.
For more information on their fees and compensation, clients can refer to their Fee Schedule and Compensation Disclosure document.
Background
Brownson, Rehmus & Foxworth, Inc. is based in Oakland, California, and is registered with the U.S. Securities and Exchange Commission (SEC). They are a family-owned and operated firm, with a team of experienced advisors who have a deep understanding of the financial market and a strong commitment to their clients’ success.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, Brownson, Rehmus & Foxworth, Inc. is required to disclose any information that may be material to their clients. Some important disclosures to note include:
- They have no disciplinary actions on file.
- They do not have any disclosures regarding bankruptcies or criminal convictions.
Clients can access their full Form ADV on the SEC’s Investment Adviser Public Disclosure (IAPD) website.