Chet Brothers of Brothers & Company Financial is part of this year's WP Top 50 Advisors.
37 Chet Brothers
Brothers & Company Financial
Lawton Partners
Regina
AUM GROWTH: $2,000,000
AUM PER CLIENT: $485,597
REVENUE PER CLIENT: $3,502
CLIENTS AT END OCT 2015: 243
RETENTION RATE: 98.75%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Chet Brothers has dedicated his professional career to educating the public and financial advisors about the importance of comprehensive financial planning, and it’s paid off – he had $118 million AUM in 2015. Brothers also has served his profession as past president of the Institute of Advanced Financial Planners and is currently on the board of the Canadian Institute of Financial Planners.
Brothers & Company Financial
Lawton Partners
Regina
AUM GROWTH: $2,000,000
AUM PER CLIENT: $485,597
REVENUE PER CLIENT: $3,502
CLIENTS AT END OCT 2015: 243
RETENTION RATE: 98.75%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Chet Brothers has dedicated his professional career to educating the public and financial advisors about the importance of comprehensive financial planning, and it’s paid off – he had $118 million AUM in 2015. Brothers also has served his profession as past president of the Institute of Advanced Financial Planners and is currently on the board of the Canadian Institute of Financial Planners.
