How does the advisor help clients – Key Takeaways:
When it comes to financial advice, clients want to know that they are working with a knowledgeable and experienced professional. That’s where MCBRYAR ADVISORY SERVICES, INC. comes in. As a top financial expert, this firm offers a range of services to help clients meet their financial goals.
Facts and Insights
Founded in 2005, MCBRYAR ADVISORY SERVICES, INC. has been in business for over 15 years, providing quality financial advice to clients. The firm has a team of dedicated and experienced advisors who are committed to helping clients achieve their financial objectives.
The firm currently manages over $500 million in assets under management (AUM) and has a team of 10 advisors. Their impressive amount of AUM and number of advisors demonstrate their extensive knowledge and expertise in the financial industry.
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
MCBRYAR ADVISORY SERVICES, INC. offers a wide range of financial services to clients. Some of the services they provide include investment management, retirement planning, tax planning, and estate planning. They also offer financial planning services to help clients create a comprehensive financial strategy.
Client Types
The firm works with a diverse group of clients, including individuals, families, and small business owners. They also offer services to corporate clients, such as retirement plan management and employee education programs.
Fees & Compensation
MCBRYAR ADVISORY SERVICES, INC. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is aligned with the client’s best interest and encourages them to grow their clients’ portfolios.
Additionally, the firm does not receive any commissions or third-party payments, so clients can trust that their advisors are acting in their best interest and not influenced by any external factors.
Background
The team at MCBRYAR ADVISORY SERVICES, INC. is made up of highly educated and experienced professionals, with backgrounds in finance, accounting, and law. This diverse range of expertise allows them to provide comprehensive and well-rounded financial advice to clients.
The firm also prides itself on its client-centric approach and personalized service. They understand that every client has unique financial needs and goals, and they strive to create tailored solutions for each individual.
Financial Advisor Disclosures to Know
MCBRYAR ADVISORY SERVICES, INC. is registered with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients and must disclose any potential conflicts of interest.
The firm has a clean record, with no disclosures or disciplinary actions on file. This speaks to their ethical and transparent approach to financial advising.