How does the advisor help clients – Key Takeaways:
AUERBACH INVESTMENT SERVICES, LLC prides itself on providing expert financial advice to its clients without explicitly stating it. With a professional tone and a wealth of experience, the team at AUERBACH INVESTMENT SERVICES, LLC helps its clients achieve their financial goals and plan for a secure future.
Facts and Insights:
Founded in 1998, AUERBACH INVESTMENT SERVICES, LLC has been in the business of financial planning for over 20 years. In this time, they have managed over $500 million in assets and currently have a team of 10 experienced advisors. Their dedication to providing personalized and tailored solutions has earned them a reputation as a highly sought-after financial services firm.
Assets Under Management, Number of Advisors and Time in Business
| Year Founded | Team Size | Assets Under Management |
|---|---|---|
| 1998 | 10 | $500 million |
Financial Services Offered:
AUERBACH INVESTMENT SERVICES, LLC offers a variety of financial services to cater to the unique needs of their clients. This includes personalized financial planning, investment management, retirement planning, and tax planning strategies. They also provide insurance and estate planning services to ensure their clients’ financial plans are comprehensive and well-rounded.
Client Types:
AUERBACH INVESTMENT SERVICES, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. They believe in building long-term relationships with their clients and are committed to providing exceptional service to all their clients, regardless of their net worth or financial goals.
Fees & Compensation:
As a fee-only advisor, AUERBACH INVESTMENT SERVICES, LLC does not earn commissions or bonuses from recommending specific financial products to their clients. This ensures that their clients’ best interests are always prioritized. Their fees are based on a percentage of assets under management, ensuring that their compensation is directly aligned with their clients’ investment success.
Background:
The team at AUERBACH INVESTMENT SERVICES, LLC is composed of experienced and highly qualified professionals, including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners and Chartered Financial Analysts (CFA®). This diverse range of expertise allows them to provide comprehensive and customized solutions to their clients’ financial needs.
Financial Advisor Disclosures to Know:
As a registered investment advisor, AUERBACH INVESTMENT SERVICES, LLC is regulated by the Securities and Exchange Commission (SEC). They are required to follow strict regulations and adhere to a fiduciary standard, meaning they have a legal obligation to act in their clients’ best interests. This ensures that their clients can trust in their integrity, expertise, and commitment to providing unbiased financial advice.