About HOLBROOK MANAGEMENT, LLC
Holbrook Management, LLC is a highly reputable financial management firm specializing in providing expert financial advice and services to its clients. With a team of experienced advisors and a solid track record in the industry, Holbrook Management, LLC is committed to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
Holbrook Management, LLC takes a comprehensive approach to financial management, working closely with each client to understand their individual needs and create tailored solutions. The firm offers a wide range of financial services and utilizes extensive market research and analysis to make informed decisions on behalf of its clients.
Facts and Insights
To provide an overview of the firm’s expertise and success, here are some key facts and insights:
- Assets Under Management: $2.5 billion
- Number of Advisors: 50
- Time in Business: 15 years
| 2017 | 2018 | 2019 | |
|---|---|---|---|
| Total AUM ($ billions) | $1.5 | $2 | $2.5 |
Financial Services Offered
Holbrook Management, LLC offers a comprehensive range of financial services to meet clients’ individual needs, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance reviews and recommendations
Client Types
Holbrook Management, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners and executives
- Non-profit organizations
Fees & Compensation
Holbrook Management, LLC operates on a fee-only basis, meaning its advisors are compensated strictly through client fees and do not earn commission on product sales. This ensures the firm’s advice is always in the best interest of the client.
Background
Holbrook Management, LLC was founded in 2005 and has since established a strong reputation for its expertise and personalized approach to financial management. The firm’s advisors have an average of 10 years of experience in the industry, and the firm itself has won numerous awards for its exceptional service and performance.
Financial Advisor Disclosures to Know
All financial advisors at Holbrook Management, LLC are registered with the Securities and Exchange Commission (SEC) and are held to high ethical standards. The firm operates with full transparency and provides clients with all necessary disclosures to make informed decisions about their financial management.