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How does the advisor help clients – Key Takeaways:
BRUCE S. BRICKMAN & ASSOCIATES, INC. provides clients with comprehensive financial planning and wealth management services. With over 25 years of experience in the financial industry, the firm has a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals. They work closely with each individual or family to create a customized plan that takes into account their unique financial situation and objectives.
Some key takeaways of how the advisor helps clients are:
- Developing personalized financial strategies based on each client’s specific needs and goals
- Offering ongoing support and guidance to help clients stay on track towards their financial objectives
- Providing access to a wide range of financial services and products to meet the diverse needs of clients
- Utilizing a disciplined and research-based approach to investment management to help clients achieve long-term success
Facts and Insights:
BRUCE S. BRICKMAN & ASSOCIATES, INC. is a registered investment advisor based in New York City. The firm was founded in 1994 by Bruce S. Brickman, a seasoned financial expert with a wealth of experience in the industry. The team at the firm is committed to providing clients with expert financial advice and strategies that are tailored to their individual needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered:
BRUCE S. BRICKMAN & ASSOCIATES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Cash flow analysis
Client Types:
BRUCE S. BRICKMAN & ASSOCIATES, INC. works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
The firm is committed to providing personalized services that are tailored to the specific financial needs and goals of each client.
Fees & Compensation:
BRUCE S. BRICKMAN & ASSOCIATES, INC. operates on a fee-only basis, meaning they do not earn commissions or incentives from the sale of financial products. Instead, clients pay a fee for the services provided, which is based on a percentage of assets under management. This fee structure ensures that the firm’s advisors are aligned with the best interests of their clients and puts an emphasis on long-term success rather than short-term gains.
Background:
BRUCE S. BRICKMAN & ASSOCIATES, INC. was founded in 1994 by Bruce S. Brickman, who has over 30 years of experience in the financial industry. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a wealth of knowledge and expertise in financial planning, investment management, and retirement planning. He leads a highly qualified team of advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
BRUCE S. BRICKMAN & ASSOCIATES, INC. is a registered investment advisor and as such, is required to disclose any potential conflicts of interest or disciplinary actions. As of the most recent filing with the Securities and Exchange Commission, no such actions have been reported for the firm or its advisors.