A complete list of active advisors currently associated with Brockelsby Investment Services
Warmer can help you find a great advisor at Brockelsby Investment Services or one who fits your needs even better.
Brockelsby Investment Services provides portfolio management and investment advice to a small group of individual clients, managing roughly $6.64 million across seven accounts. Like many independent advisers, it charges fees based on a percentage of assets under management and focuses on personalized portfolio services for non-institutional investors. The firm’s advisory model is primarily non-discretionary, meaning the adviser generally makes recommendations and requires client approval before executing transactions, as described in its Form ADV. It conducts periodic account reviews and delivers ongoing investment guidance tailored to each client’s objectives rather than exercising delegated trading authority. What is noteworthy about Brockelsby is the combination of its very small client base and the predominance of non-discretionary AUM, a setup that is uncommon among independent peers. That structure may appeal to clients who prefer to retain direct control over trade decisions while receiving individualized recommendations.
To learn more about the advisors currently working at Brockelsby Investment Services, 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 |
|---|---|---|
Irmo, SC
| 17
|
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