About ANDRAE FINANCIAL SERVICES LLC
ANDRAE FINANCIAL SERVICES LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to clients. With over 20 years of experience in the industry, ANDRAE FINANCIAL SERVICES LLC has established itself as a trusted and reputable partner for individuals and businesses seeking expert financial guidance.
How does the advisor help clients – Key Takeaways:
ANDRAE FINANCIAL SERVICES LLC is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Through a personalized and collaborative approach, the firm provides clients with tailored financial solutions that are designed to meet their unique needs.
Here are some key takeaways that highlight how the firm helps clients:
- Provides comprehensive financial planning services
- Offers personalized investment management strategies
- Helps clients navigate tax planning and preparation
- Assists with retirement planning and wealth preservation
- Offers education funding and college planning services
Facts and Insights
In order to better understand ANDRAE FINANCIAL SERVICES LLC and its services, let’s take a look at some facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
ANDRAE FINANCIAL SERVICES LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- College planning
- Insurance planning
- Business planning
Client Types
ANDRAE FINANCIAL SERVICES LLC works with a variety of clients, including individuals, families, and businesses of all sizes. The firm’s experienced advisors are well-equipped to meet the unique financial needs and goals of each client, regardless of their financial situation.
Fees & Compensation
ANDRAE FINANCIAL SERVICES LLC operates on a fee-only basis, which means that the firm is compensated solely by the fees paid by clients for its services. This fee structure ensures that the firm is always acting in the best interests of its clients and avoids any potential conflicts of interest.
Background
ANDRAE FINANCIAL SERVICES LLC was founded by John Andrae, a seasoned financial advisor with over 25 years of experience in the industry. With a passion for helping clients achieve financial success, John has built a team of highly skilled and knowledgeable advisors who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ANDRAE FINANCIAL SERVICES LLC is required to disclose any potential conflicts of interest or disciplinary events. You can find this information on the firm’s Form ADV, which is available upon request or on the SEC’s Investment Adviser Public Disclosure website.
In summary, ANDRAE FINANCIAL SERVICES LLC is a reputable and experienced financial advisory firm that is dedicated to helping clients achieve their financial goals and build a secure financial future. With its comprehensive services, personalized approach, and fee-only compensation structure, the firm is committed to putting its clients’ interests first and providing them with the best possible financial guidance.