Brecek & Young offers a selection of professional investment managers and other professionally managed investments for those representatives that wish to provide fee-based investment advice.

Brecek & Young offers managed asset allocation programs utilizing portfolios of no-load and load-waived mutual funds, variable annuities, as well as exchange traded funds. Our associates will be your right hand in guiding you through the services which include: Step-by step marketing with your clients, financial profile questionnaire for clients, asset allocation and model selection, continuous monitoring and periodic rebalancing, oversight of your client’s portfolio by professional investment strategists, broad diversification by asset class to enhance return and reduce overall risk exposure and regular performance reporting.

If you prefer, we also have outside assistance. Our third party advisory platform utilizes over 20 third-party investment managers with varying styles. We can help you with the best choice to meet your client’s needs.

Brecek & Young’s representatives are permitted to either establish their own RIA or come under the umbrella of Brecek & Young’s RIA.

FundChoice is a mutual fund only fee based platform that allows you to purchase a wide variety of both no-load and load-waived funds for your clients. It is an excellent platform for group retirement plans and for fee based programs where you want to add a strategist.

Representatives can charge financial planning fees for a comprehensive financial plan. You are also permitted to charge hourly fees for consultations. Certain credentials or licenses may be needed.