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How does the advisor help clients – Key Takeaways:
BEHL WEALTH MANAGEMENT provides comprehensive financial planning and investment management services to help clients achieve their financial goals. They carefully analyze each client’s unique situation to create customized strategies that align with their specific needs and objectives.
Their team of experienced financial professionals offers a wide range of services and expertise to guide clients through important financial decisions and help them effectively plan for their future.
Facts and Insights:
BEHL WEALTH MANAGEMENT has been in business for over 20 years, providing top-quality financial advice and guidance to their clients. They have a team of 10 experienced advisors dedicated to helping clients achieve their financial goals.
The company currently manages assets of over $500 million and offers a variety of financial services to meet the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered:
BEHL WEALTH MANAGEMENT offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
BEHL WEALTH MANAGEMENT works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals and tailor their services accordingly.
Fees & Compensation:
BEHL WEALTH MANAGEMENT follows a fee-based model, which means they charge a percentage of the assets under management as their compensation. This ensures that their interests are aligned with those of their clients and they are focused on helping them grow their wealth.
Before working with a client, BEHL WEALTH MANAGEMENT makes sure to have a transparent discussion about fees and any potential conflicts of interest to ensure complete transparency and trust in the client-advisor relationship.
Background:
BEHL WEALTH MANAGEMENT was founded in 1999 by John Behl, a seasoned financial advisor with over 30 years of experience in the industry. He has built a team of highly qualified and knowledgeable advisors who are committed to helping their clients achieve their financial goals and navigate the complexities of the financial world.
Financial Advisor Disclosures to Know:
BEHL WEALTH MANAGEMENT prides itself on its ethical and transparent approach to financial advising. They have a fiduciary duty to act in their clients’ best interests at all times and fully disclose any potential conflicts of interest. They are also registered with the Securities and Exchange Commission (SEC) and comply with all relevant regulations and laws.