Which securities does Brian LOW Financial Group trade for itself that it will also be recommending to me?īrian LOW Financial Group has marked in their disclosures that they trade recommended securities. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients.ĭoes Brian LOW Financial Group accept soft-dollar benefits? How do these benefits affect the firm’s selection of a broker-dealer partner?īrian LOW Financial Group receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. This could be detrimental to a client during down markets.ĭoes Brian LOW Financial Group perform side-by-side management? How does Brian LOW Financial Group mitigate conflicts that arise from managing accounts with differing fee structures? For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist.ĭoes Brian LOW Financial Group offer products that have performance-based fees, or does it accept performance-based fees? Will any of my assets be invested in those products? How does Brian LOW Financial Group approach insurance sales? What conflicts do I need to be made aware of?Ĭurrently Brian LOW Financial Group actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. Some firms receive these fees as payments, which creates an incentive to promote them.
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Learn more.ĭoes Brian LOW Financial Group offer mutual funds that have 12b-1 fees?ġ2b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Checks take place monthly.Īfter checking the regulatory records of Brian LOW Financial Group, our system has identified the following question(s) to ask.
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Over the past years, this event netted over $1,000,000.00 for the Red Cross. In 2010, she founded and is the chairwoman of the now infamous “In The Bag” luncheon and silent auction of ladies handbags where all the proceeds go to benefit the work of the local American Red Cross. One of the Top 1000 Financial Advisors in 2009, 2010, 2011, 20 and as one of the Top 100 Women Financial Advisors by Barron’s in 2007, 2008, 2009, 2010 Named to the 2009 Annual Women Worth Watching in Profiles in Diversity Journal, 2009 named as one of only 28 women selected by Virginia Lawyers Weekly as “Most Influential Women of Virginia”, 2008 one of the 20 women recognized by Washington Business Journals Women Who Mean Business award, 2007 BRAVA AWARD by SMART CEO magazine honoring top 20 women CEO’s.īrenda is actively involved in her church and community serving in a variety of leadership roles with The Capital Speakers Club of Washington, D.C., Women in Technology, Good Shepherd Lutheran Church, and a Tiffany Circle member of the American Red Cross. In recognition of her outstanding efforts, Brenda was named by Barron’s Magazine February 2014 as one of the Top 1200 Financial Advisors nationwide and #27 in the State of Virginia. Such discipline ensures the recommended programs embrace your goals, time frames and tolerance for market risk. She employs a comprehensive, client-focused approach to financial planning.
#BLISK FINANCIAL GROUP REVIEW PROFESSIONAL#
Brenda’s built a solid record of accomplishments and a reputation for excellence among the Blisk Financial Group clients and colleagues.Īn investment professional since 1986, Brenda is a CERTIFIED FINANCIAL PLANNER.
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Brenda Blisk is President, and CEO of Blisk Financial Group.