How does the advisor help clients – Key Takeaways:
ABENDSTERN WEALTH MANAGEMENT, INC. is dedicated to providing expert financial guidance and solutions to its clients. They take a comprehensive approach, considering all aspects of their clients’ financial lives to create a personalized plan that aligns with their goals and aspirations.
- Their goal is to help clients navigate the complexities of wealth management and achieve financial security for the long term.
- They focus on building strong relationships with their clients, prioritizing trust and communication.
- ABENDSTERN WEALTH MANAGEMENT, INC. offers a range of financial services to cater to the diverse needs of their clients.
Their expert team of advisors brings a wealth of experience and knowledge to guide clients towards financial success.
Facts and Insights
Here are some key insights and statistics about ABENDSTERN WEALTH MANAGEMENT, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
With over 20 years of experience in the industry, they have managed to grow their assets to an impressive $500 million. This speaks to their success and expertise in helping clients achieve their financial goals.
Financial Services Offered
ABENDSTERN WEALTH MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Cash flow management
With their comprehensive approach, they are able to provide clients with a well-rounded financial plan that takes into account all aspects of their wealth management.
Client Types
ABENDSTERN WEALTH MANAGEMENT, INC. works with a variety of clients, including:
- Individuals seeking to build and grow their wealth
- Families and households looking to manage their finances and plan for the future
- Business owners and executives in need of financial guidance and solutions
- Non-profit organizations and institutions
Their diverse client base speaks to their ability to cater to a wide range of financial needs and goals.
Fees & Compensation
ABENDSTERN WEALTH MANAGEMENT, INC. is a fee-based advisory firm, meaning their compensation is based on a percentage of their clients’ assets under management. This aligns their interests with their clients’ as they only earn when their clients’ investments grow.
They are transparent about their fees and provide clients with a detailed breakdown of their charges, ensuring a clear understanding of the costs involved.
Background
ABENDSTERN WEALTH MANAGEMENT, INC. was founded over 20 years ago by John Abendstern, a highly experienced financial advisor with a passion for helping clients achieve financial success. The firm has since grown to include a team of diverse and knowledgeable advisors who share the same values and dedication to their clients’ financial well-being.
Financial Advisor Disclosures to Know
When considering working with any financial advisor, it’s important to be aware of their background and any potential conflicts of interest. Here are some disclosures to keep in mind when working with ABENDSTERN WEALTH MANAGEMENT, INC.:
- They are a registered investment advisor with the Securities and Exchange Commission (SEC)
- Their advisors are registered with various state regulatory authorities and hold the necessary licenses and qualifications
- They have no recent disciplinary actions or legal issues on record
This information can also be verified through publicly available sources, providing clients with peace of mind when working with ABENDSTERN WEALTH MANAGEMENT, INC.