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How does the advisor help clients – Key Takeaways:
CEREBRUM FINANCIAL SERVICES, LLC is a leading financial services firm that helps clients achieve their financial goals. They offer a wide range of financial services and have experienced advisors who are experts in their field.
- Personalized financial planning for individuals and businesses
- Investment management and asset allocation
- Tax planning and management
- Retirement planning and income distribution strategies
- Estate planning
- Insurance planning and risk management
Facts and Insights
CEREBRUM FINANCIAL SERVICES, LLC has a proven track record of helping clients achieve financial success. Here are some key facts and insights about the firm:
- Established in 2005, with over 15 years of experience in the industry
- Assets under management (AUM) of over $2 billion
- A team of 50+ experienced financial advisors
- Clients include individuals, families, and businesses of all sizes
- Firm operates in multiple states across the US
Assets Under Management, Number of Advisors and Time in Business:
CEREBRUM FINANCIAL SERVICES, LLC has been in business for over 15 years and has managed to build a strong financial foundation for its clients. As of December 2020, the firm reported the following:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 15+ years |
Financial Services Offered
CEREBRUM FINANCIAL SERVICES, LLC offers a diverse range of financial services to meet the unique needs of its clients. These services include:
- Investment management
- Financial planning and wealth management
- Tax planning and management
- Retirement planning
- Estate planning
- Insurance planning
Client Types
CEREBRUM FINANCIAL SERVICES, LLC caters to a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Family offices
- Small and medium-sized businesses
Fees & Compensation
CEREBRUM FINANCIAL SERVICES, LLC follows a transparent fee structure for its services. The firm charges a percentage of assets under management as a management fee, which is typically around 1% of AUM. They also offer a fee-only option for clients who prefer to pay a flat fee for financial planning and advice. The firm has no hidden fees or commissions and operates under a fiduciary standard, prioritizing the best interests of their clients.
Background
CEREBRUM FINANCIAL SERVICES, LLC was founded in 2005 by a team of experienced financial professionals who saw the need for a reliable and client-centric financial services firm. The firm has grown rapidly and has gained a strong reputation in the industry for its exceptional service and expertise. CEREBRUM FINANCIAL SERVICES, LLC is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know
As a registered RIA with the SEC, CEREBRUM FINANCIAL SERVICES, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against them. The firm prides itself on maintaining a clean record and providing full transparency to its clients. The following are the disclosures to know before working with a financial advisor at CEREBR