How does the advisor help clients – Key Takeaways:
Crystal Brook Advisors is a leading financial planning and wealth management firm that provides personalized and comprehensive financial solutions to individuals, families, and businesses. The firm has a team of experienced and knowledgeable advisors who assist clients in achieving their financial goals and objectives.
Facts and Insights
As of January 2021, Crystal Brook Advisors manages over $100 million in assets under management. The firm has a dedicated team of 15 advisors who have an average of 10 years of experience in the financial services industry. Crystal Brook Advisors has been in business for 25 years and has a track record of delivering excellent financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 15 | 25 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Business planning
- Insurance planning
Client Types
Crystal Brook Advisors serves a diverse range of clients, including high net worth individuals, families, small business owners, and professionals. The firm understands that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
Crystal Brook Advisors follows a fee-only compensation structure, which means they do not earn commissions from product sales or receive any third-party payments. This ensures that their advice is always unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, which is typically lower than industry standards.
Background
Crystal Brook Advisors was founded in 1995 by financial expert James L. Shagawat. James has over 30 years of experience in the financial services industry and is a Certified Financial Planner (CFP). He has assembled a team of qualified and experienced advisors who are committed to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Crystal Brook Advisors are required by law to disclose any potential or existing conflicts of interest to their clients. They are also legally bound to act in the best interest of their clients and to provide full transparency in their fee structure and services.