How does the advisor help clients – Key Takeaways:
Bangert Financial Services, Inc. provides expert financial services for individuals and families. With a team of experienced advisors, the company is dedicated to helping clients achieve their financial goals and plan for a secure future.
Facts and Insights
Founded in 2001, Bangert Financial Services, Inc. has over 19 years of experience in the financial industry. The company currently has 10 advisors and manages over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 19 years |
Financial Services Offered
Bangert Financial Services, Inc. offers a wide range of financial services, including investment planning, retirement planning, tax planning, and estate planning. The company also provides risk management services, such as insurance and annuities, to protect clients’ assets and secure their financial future.
Client Types
The financial advisors at Bangert Financial Services, Inc. work with a variety of clients, including individuals, families, and small business owners. They also have experience working with high net worth individuals and can provide customized financial strategies to meet their unique needs and goals.
Fees & Compensation
Bangert Financial Services, Inc. operates on a fee-based model, which means that clients pay a percentage of their assets under management as a fee. This aligns the advisor’s interests with the client’s, as the advisor’s income is directly tied to the performance of the client’s investments. The company is transparent about its fees and fully discloses them to clients before any services are rendered.
Background
The team at Bangert Financial Services, Inc. is composed of experienced and knowledgeable financial advisors. Many have advanced degrees and certifications in finance, and they regularly participate in continuing education to stay up-to-date with the latest industry trends and best practices. This allows them to provide expert financial advice and offer innovative solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Bangert Financial Services, Inc. is required to act in the best interest of its clients and adhere to fiduciary standards. This means that the company must always put the client’s interests first and disclose any potential conflicts of interest. The company also has a strict code of ethics that all advisors must follow to ensure the highest level of integrity and professionalism.