How does the advisor help clients – Key Takeaways:
BROWN SAVANO JV, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. Their team of experts provides comprehensive financial services to individuals and businesses of all sizes.
Facts and Insights
BROWN SAVANO JV, LLC has been in business for over 10 years and has amassed a wealth of knowledge and experience in the financial industry. The firm has a strong track record of helping clients successfully navigate the complex world of finance and make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 10+ years |
Financial Services Offered
BROWN SAVANO JV, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include: investment management, retirement planning, tax planning, educational planning, estate planning, and risk management.
Client Types
The firm caters to a diverse client base, including individuals, families, small businesses, and corporations. They have the expertise to tailor their services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
BROWN SAVANO JV, LLC believes in transparency when it comes to fees and compensation. They offer different fee structures, including a flat fee, hourly rate, and percentage of assets under management, to accommodate their clients’ preferences. The firm does not receive any commissions or third-party payments, ensuring that their advice is always unbiased.
Background
BROWN SAVANO JV, LLC was founded by John Brown and Maria Savano, two experienced financial advisors who shared a passion for helping individuals and businesses improve their financial health. The firm has since grown to a team of 12 advisors, each with a unique set of skills and expertise.
Financial Advisor Disclosures to Know
BROWN SAVANO JV, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm has a fiduciary duty to act in the best interests of their clients at all times. They have a clean compliance record and have not faced any disciplinary action from any regulatory body.