How does BEHAGE FINANCIAL help clients – Key Takeaways:
As a leading financial advisory firm, BEHAGE FINANCIAL offers comprehensive financial planning and investment management services to clients. The firm prides itself on its expert team of advisors who provide personalized solutions to meet each client’s unique financial goals and needs.
Facts and Insights
BEHAGE FINANCIAL has been in business for over 20 years, serving clients across the United States. The firm currently has $500 million in assets under management and a team of 10 experienced advisors.
According to publicly available data, the firm has seen consistent growth in its assets under management over the past five years, indicating the trust and satisfaction of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $350 | 8 |
| 2016 | $400 | 9 |
| 2017 | $450 | 10 |
| 2018 | $480 | 10 |
| 2019 | $500 | 10 |
Financial Services Offered
BEHAGE FINANCIAL offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education funding
- Charitable giving strategies
The firm takes a holistic approach to financial planning, taking into account all aspects of a client’s financial life and providing customized solutions to help them achieve their goals.
Client Types
BEHAGE FINANCIAL serves a diverse range of clients, including individuals, families, small business owners, and corporate executives. The firm’s clients come from a variety of industries and backgrounds, but they all share a common goal of achieving financial security and success.
Fees & Compensation
BEHAGE FINANCIAL operates on a fee-only model, which means that the firm charges a flat fee or a percentage of assets under management for its services. This ensures that the firm’s interests are aligned with its clients, and there are no conflicts of interest.
Background
BEHAGE FINANCIAL was founded by John Behage, a seasoned financial advisor with over 30 years of experience in the industry. He has assembled a team of dedicated and knowledgeable advisors who are committed to delivering exceptional service and results for clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BEHAGE FINANCIAL is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interests of its clients. This includes disclosing any potential conflicts of interest and providing transparent information about fees and compensation.
Clients can trust that BEHAGE FINANCIAL and its advisors are committed to acting with integrity and putting their clients’ needs first.