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How does the advisor help clients – Key Takeaways:
J. P. BRINKER UYS & CO., LLC is a well-established financial firm that offers a wide range of services to help clients achieve their financial goals. Their team of experienced and knowledgeable advisors work closely with clients to create customized financial plans that align with their unique needs and objectives.
Key takeaways of how J. P. BRINKER UYS & CO., LLC helps clients include:
- Offers a variety of financial services including portfolio management, investment planning, retirement planning, and more
- Works closely with clients to create personalized and tailored financial plans
- Provides expert advice and guidance to help clients make informed financial decisions
Facts and Insights
Founded in 1999, J. P. BRINKER UYS & CO., LLC has been in the financial industry for over 20 years. Their team consists of 10 advisors and they currently manage over $500 million in assets. The firm primarily serves high-net-worth individuals and families, as well as institutions and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
J. P. BRINKER UYS & CO., LLC offers a wide range of services to help clients with their financial needs. These services include:
- Portfolio management
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis and planning
- Wealth preservation strategies
Client Types
J. P. BRINKER UYS & CO., LLC primarily serves high-net-worth individuals and families, as well as institutions and corporations. They also work with clients of different ages and backgrounds, including pre-retirees, retirees, business owners, and professionals.
Fees & Compensation
J. P. BRINKER UYS & CO., LLC offers fee-only services, meaning they do not earn commissions on any investments they recommend. This ensures that their interests are aligned with their clients’ and they are only motivated to provide the best advice and guidance for their clients’ financial success.
Their fees are based on a percentage of the assets under management, which allows for a transparent and fair compensation structure. They also provide clients with a detailed fee schedule upfront, so there are no hidden fees or surprises.
Background
J. P. BRINKER UYS & CO., LLC was founded in 1999 by J. Peter Brinker and Johan Uys. Both founders have extensive experience in the financial industry and have served in various leadership roles throughout their careers.
The firm has grown significantly since its inception and has become a well-respected and trusted financial advisor for individuals and institutions alike. They continue to uphold their commitment to helping clients achieve their financial goals through personalized and comprehensive financial planning.
Financial Advisor Disclosures to Know
J. P. BRINKER UYS & CO., LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are also a fiduciary, which means they are legally obligated to act in their clients’ best interests at all times.
As a registered investment advisor, the firm is required to disclose any potential conflicts of interest that may arise in their client relationships. They also have a duty to provide clients with full and fair disclosure of all material facts pertaining to their services, fees, and potential risks.
Clients can view any current disclosures on the firm’s Form ADV, which is publicly available on the SEC’s website.