ERNEST J. BROUSSEAU, CPA, CFP®

Overview

Ernest J. Brousseau, Cpa, Cfp® operates a sole-proprietorship registered as an independent registered investment adviser that focuses on individual and family clients. The firm blends accounting and advisory work: its principal activity is accounting while its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices