A complete list of active advisors currently associated with The Brock Group, LLC
Warmer can help you find a great advisor at The Brock Group, LLC or one who fits your needs even better.
The Brock Group, LLC is an independent, fee-based registered investment adviser that serves individuals, trusts, estates and business entities with ongoing investment management and project-based consultation. The firm provides portfolio management across stocks, mutual funds, exchange-traded funds, option contracts and fixed-income securities, and also offers advice limited to plan offerings for corporate retirement plans. The firm builds client relationships through a data-gathering and discovery process, then implements customized asset-allocation strategies that generally emphasize diversification and the use of low-cost mutual funds and index strategies where appropriate. Clients are expected to participate in setting goals and constraints (for example via written investment policy statements), accounts are monitored on an ongoing basis and reviews are conducted at least annually or as conditions warrant. Compared with peers, the firm is notable for managing roughly $93.9 million for about 253 clients while operating with a single advisory principal — a client-to-advisor ratio that is uncommon for independent solo practices and may reflect a mix of continuous management and lighter-touch engagements. The firm’s advisory representatives are also licensed insurance agents who may earn commissions on insurance transactions, a disclosed affiliation with the insurance industry that clients should consider when evaluating insurance recommendations.
To learn more about the advisors currently working at The Brock Group, LLC, 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 |
|---|---|---|
Plymouth, MI
| 15
|
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