Frequently Asked Questions

Individual

What is involved in the planning process?
How long does the planning process take?
What information will you need from me?
How much does a new financial plan cost?
Do you have investment minimums for individual advisory clients?

Institutional

What types of retirement plans does Bruton support?
What services are available to employees who participate in retirement plans?
Does Bruton offer a higher level of Fiduciary Support?
Will Bruton be a part of our plan committee as a fiduciary?
Does Bruton have experience serving as Retirement Plan Advisors?
Which plan providers does Bruton work with?

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