A complete list of active advisors currently associated with Brigman Wealth Management
Warmer can help you find a great advisor at Brigman Wealth Management or one who fits your needs even better.
Brigman Wealth Management serves individual investors and a limited number of business clients, providing discretionary portfolio management and advice across stocks, bonds, mutual funds, ETFs, government securities, annuities and money market investment trusts. The firm also maintains an active insurance license and may recommend or arrange insurance products as a supplemental service. The firm's investment approach is grounded in fundamental securities analysis with a primarily long-term orientation while permitting occasional short-term trades, and it emphasizes selecting individual securities for client portfolios. The principal reviews managed accounts daily, operates with limited discretionary authority (for example, the firm does not withdraw client assets), and typically meets with clients at least annually to reassess risk tolerance and portfolio positions. Notable operational features include a small scale—approximately $5.4 million in assets under management across about 38 clients—which the brochure indicates allows direct, hands-on oversight by the principal and no stated account minimums. The firm forwards proxy materials to clients rather than voting on their behalf, does not use soft-dollar brokerage arrangements, and relies on custodian statements rather than providing separate regular firm-generated reports.
To learn more about the advisors currently working at Brigman Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Holt, MI
| 16
|
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