Resources
Frequently asked questions
What kinds of financial planning do you help Atlanta clients with?
We work with individuals and business owners across Georgia on retirement strategy, investment review, tax planning, and estate coordination. Our advisors take time to understand your situation before recommending any direction.
Do you work with clients outside Atlanta?
We're based in Atlanta and serve the greater Georgia area, though we can discuss your specific location when you reach out. Many of our clients meet with us remotely, so distance isn't always a barrier.
What happens when I first contact BRKRIO?
You'll connect with someone on our team who'll ask about your situation and what brought you in. We'll let you know if we're a fit and walk through next steps—there's no pressure or hidden process.
How long does a financial review typically take?
An initial review usually spans a few weeks as we gather information and dig into your accounts and goals. The timeline depends on complexity, but we keep you in the loop throughout.
Are there minimums to work with BRKRIO?
We do have guidelines on the size of relationships we take on, and those vary based on the type of work involved. Call or email us with details about your situation and we'll let you know directly.
How do you structure fees for ongoing advisory?
We typically charge a percentage of assets under management or a flat annual fee, depending on what makes sense for your needs. We'll explain the options upfront so there are no surprises.