B.R. Chamberlain & Sons, Inc. is a large advisory firm based in Ocoee. It manages $559.26 million of regulatory assets for 4,860 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.
B.R. Chamberlain & Sons provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
B.R. Chamberlain & Sons: assets under management
The assets under management (AUM) of B.R. Chamberlain & Sons, Inc. is $559.26 million. The firm's AUM has grown by 3561% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $559.23 million in discretionary accounts and $30 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.73 thousand.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay B.R. Chamberlain & Sons, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
