How does the advisor help clients – Key Takeaways:
Garth & Brown Investment Management, LLC is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. The firm’s team of experienced and knowledgeable advisors act as financial experts, utilizing their expertise to guide clients towards their financial goals.
The firm’s approach to financial management is focused on building long-term relationships with clients and providing them with personalized solutions that are tailored to their unique needs and goals. This client-centric approach allows Garth & Brown Investment Management, LLC to deliver a high level of service and support to its clients.
Facts and Insights:
Founded in 2005, Garth & Brown Investment Management, LLC has over 15 years of experience in the financial advisory industry. The firm is based in New York City and serves a diverse client base that includes individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
Client Types:
Garth & Brown Investment Management, LLC serves a diverse range of clients including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Young professionals
- Non-profit organizations
Fees & Compensation:
Garth & Brown Investment Management, LLC charges a fee based on a percentage of assets under management. The firm’s fee structure is transparent and easily understandable, with no hidden fees or commissions.
Background:
Garth & Brown Investment Management, LLC was founded by Jane Garth and Michael Brown, who combined have over 30 years of experience in the financial advisory industry. Both Jane and Michael are Certified Financial Planners (CFP®) and have a wealth of knowledge and expertise in investment management, financial planning, and tax planning.
Financial Advisor Disclosures to Know:
Garth & Brown Investment Management, LLC has no legal or regulatory disclosures, ensuring that clients can trust the firm’s integrity and professionalism.