How does the advisor help clients – Key Takeaways:
B. C. Ziegler and Company is a leading financial services firm that offers a wide range of expert advisory and wealth management solutions to its diverse clientele. Their team of experienced advisors are dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment advice, and personalized portfolio management. The firm prides itself on its commitment to providing exceptional service and building long-term relationships with its clients.
- B. C. Ziegler and Company offers expert financial advisory and wealth management services to help clients achieve their financial goals.
- The firm has a team of experienced advisors who provide comprehensive financial planning and personalized portfolio management.
- B. C. Ziegler and Company is dedicated to building long-term relationships with its clients and providing exceptional service.
Facts and Insights
B. C. Ziegler and Company has been in business for over 115 years, making it one of the oldest and most established financial services firms in the industry. The firm has a strong reputation for its high-quality service and ethical business practices, and has been consistently recognized for its excellence and achievements.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $11.2 billion (as of December 2020) | 300+ | Over 115 years |
Financial Services Offered
B. C. Ziegler and Company offers a range of financial services to its clients, including:
- Financial advisory and wealth management services
- Retirement planning
- Investment management
- Estate planning
- Insurance solutions
- Education planning
- Tax planning and preparation
Client Types
B. C. Ziegler and Company serves a diverse range of clients, including high-net-worth individuals, families, corporate executives, business owners, institutions, and non-profit organizations. No matter the size or complexity of their assets, the firm is dedicated to providing personalized and tailored solutions to suit the unique needs of each client.
Fees & Compensation
B. C. Ziegler and Company charges a fee for its financial advisory and wealth management services, which is based on a percentage of the assets under management. This fee structure is designed to align the firm’s interests with that of its clients, as the more successful the clients’ investments, the more the firm earns in fees. This fee-based model ensures that advisors are not incentivized to make risky or unsuitable recommendations for their clients.
Background
B. C. Ziegler and Company was founded in 1902 by Benjamin C. Ziegler and has been a family-owned and operated firm for four generations. Today, the firm is led by CEO and Chairman, John H. Ziegler, and remains committed to its founding principles of integrity, stability, and service excellence.
Financial Advisor Disclosures to Know
As a registered investment advisor, B. C. Ziegler and Company is required to disclose any conflicts of interest or potential conflicts to their clients. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website. In addition, the firm’s advisors are also held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.