Brand Asset Management Group, Inc.

Brand Asset Management Group, Inc. (BAMG) is a registered investment adviser established in Missouri in 1992. The firm offers investment advisory services to high net worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and corporations. BAMG's investment strategy focuses on continuous personal client consultation to identify investment goals, risk tolerance, and create customized portfolios. The firm primarily invests in securities such as mutual funds, equities, bonds, and variable annuities. BAMG provides discretionary investment management services, allowing clients to grant written authority for investment decisions. Additionally, the firm offers a turnkey wealth management service called Mosaic Wealth Management© and a program called BrandConnectSM, which utilizes an automated investment management platform. BAMG charges fees based on the market value of the client's portfolio, with annual fees ranging from 0.15% to 1.00%. The firm has no disciplinary events to report and does not charge performance-based fees. Clients have the option to choose between qualified custodians Fidelity and Charles Schwab. BAMG does not generally accept authority to vote proxies for client securities. The firm has no financial conditions impairing its ability to meet contractual commitments. Clients are encouraged to review account statements and reports provided by BAMG to ensure accuracy.