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Brentwood Advisory Group, LLC
Client Profile
Our clients are individuals and their families who are looking for a
long-term relationship with a professional financial partner in order to
simplify their lives. They would like to have someone develop and review
their financial plan and generally no longer want to manage their
investments. It's like having a personal Chief Financial Officer (CFO)!
Prospective clients understand that they may pay a fee for our services
above and beyond other investment and professional services currently
paid (ie: mutual fund management fees, trading expenses or tax
preparation fees).
Statistically, our clients generally have annual incomes of $150,000 and
above and/or investable assets of $750,000 and above. We also accept
clients expecting to receive or inherit investable assets that meet our
minimums in the near future. (Note: For our minimums, see "Our Fee
Structure".)
Our clients and potential clients are citizens of the United States of
America and generally reside in the state of California.
If you are unsure as to our profile, please contact us to discuss your
situation. (see Contact Us)
long-term relationship with a professional financial partner in order to
simplify their lives. They would like to have someone develop and review
their financial plan and generally no longer want to manage their
investments. It's like having a personal Chief Financial Officer (CFO)!
Prospective clients understand that they may pay a fee for our services
above and beyond other investment and professional services currently
paid (ie: mutual fund management fees, trading expenses or tax
preparation fees).
Statistically, our clients generally have annual incomes of $150,000 and
above and/or investable assets of $750,000 and above. We also accept
clients expecting to receive or inherit investable assets that meet our
minimums in the near future. (Note: For our minimums, see "Our Fee
Structure".)
Our clients and potential clients are citizens of the United States of
America and generally reside in the state of California.
If you are unsure as to our profile, please contact us to discuss your
situation. (see Contact Us)
| Copyright © 2008 Brentwood Advisory Group, LLC Disclaimer |
| 11812 San Vicente Blvd. Suite 200 Los Angeles, CA 90049 T (310) 826-2261 F (310) 820-5354 |