How does the advisor help clients – Key Takeaways:
BRAND ASSET MANAGEMENT GROUP, INC. acts as a financial expert for clients, providing a wide range of services to help them reach their financial goals.
- Offers financial services such as asset management, investment planning, and retirement planning
- Serves a variety of client types, including individuals, families, and businesses
- Utilizes experienced advisors with a strong background in finance and investment
- Discloses any potential conflicts of interest or important information to clients
Facts and Insights
BRAND ASSET MANAGEMENT GROUP, INC. was founded in 2005 and has since grown to become a leading provider of financial services. The company has a strong track record of success and prides itself on putting clients’ needs first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 20+ | 16 |
As of 2019
Financial Services Offered
BRAND ASSET MANAGEMENT GROUP, INC. offers a comprehensive range of financial services to help clients achieve their goals. These include:
- Asset Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- And more…
Client Types
BRAND ASSET MANAGEMENT GROUP, INC. caters to a diverse group of clients, providing services to:
- Individuals
- Families
- Small Businesses
- Corporations
- Non-profit Organizations
Fees & Compensation
BRAND ASSET MANAGEMENT GROUP, INC. is committed to transparency and fairness when it comes to fees and compensation. They offer a variety of fee structures, including:
- Assets Under Management (AUM) Fee
- Hourly Fee
- Fixed Fee
- Commission-based Fee
The specific fee structure will depend on the services provided and the client’s individual needs. BRAND ASSET MANAGEMENT GROUP, INC. believes in finding the best fit for each client’s situation.
Background
The team at BRAND ASSET MANAGEMENT GROUP, INC. is made up of experienced and knowledgeable financial advisors. Each advisor brings a unique background and expertise to the table, allowing the company to offer a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
BRAND ASSET MANAGEMENT GROUP, INC. is committed to full disclosure and transparency with their clients. They take the following steps to ensure clients are fully informed:
- Providing clear and detailed information about fees and compensation
- Disclosing any potential conflicts of interest
- Keeping clients informed about any important changes or updates that may affect their financial plan
By being open and honest with clients, BRAND ASSET MANAGEMENT GROUP, INC. strives to build trust and maintain strong relationships.