Become A Client Overview
To learn more about our services and how we can service your investment management needs simply click on the appropriate online form below. Once you fill out the form, one of our Advisors will contact you at the time you specify on the form.
Information form for Individuals and Corporate Retirement Plans>>
Becoming a client is easy. You can review the seven step process here >>
Keep in mind that Brick Financial does not take custody of your assets. We designate an independent third party broker to custody your assets and we are simply granted discretionary trading authority. Please feel free to review the details here >>
Our fees are extremely competitive. Generally, our fees are substantially less than the typical mutual fund. Additionally, we have no asset or fee minimums. Check out our fee structure here >>
To start your investment program today you can also fill out our secure online Confidential Investment Management Questionnaire (IMQ) form. Just click the QuickStart button to the left or click here. Simply fill out the online form and we'll have your investment program up and running expeditiously >>
If you prefer to fill out the paper version of our IMQ and send it to us by snail mail, go to our Forms page and download our Confidential Investment Management Questionnaire (IMQ). Mail the questionnaire to:
Brick Financial Management, LLC
ATT: New Account IMQ
51 John F. Kennedy Pkwy
First Floor West
Short Hills, NJ 07078
If you have any questions please contact us directly at:
email: firstname.lastname@example.org, OR
Note: You will need Adobe Acrobat 6.0 or higher to read the Questionnaires. If you do not have Adobe Acrobat you can download a free copy of Adobe Acrobat Viewer here. Once we receive your Confidential Questionnaire we will contact you to review your information.