About CHACKO-HERTZ FINANCIAL SOLUTIONS LLC
CHACKO-HERTZ FINANCIAL SOLUTIONS LLC is a top-tier financial advisory firm that specializes in providing comprehensive financial solutions to its clients. With a team of experienced financial experts, the firm is committed to helping clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Offers a wide range of financial services to clients
- Tailors solutions to meet individual client needs and goals
- Provides ongoing support and guidance to clients
- Uses a collaborative and client-oriented approach
- Employs a team of knowledgeable and experienced financial advisors
Facts and Insights
As of 2021, CHACKO-HERTZ FINANCIAL SOLUTIONS LLC has been in business for 10 years and has a total of 20 advisors. The firm manages over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Total Advisors | Assets Under Management |
|---|---|---|
| 2011 | 20 | $500 million |
Financial Services Offered
CHACKO-HERTZ FINANCIAL SOLUTIONS LLC offers a wide range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, small business owners, and corporate executives. CHACKO-HERTZ FINANCIAL SOLUTIONS LLC takes a personalized approach to each client, tailoring its services to meet their specific needs and goals.
Fees & Compensation
CHACKO-HERTZ FINANCIAL SOLUTIONS LLC charges a fee based on a percentage of the assets under management. This fee is typically between 1-2%, depending on the services provided and the complexity of the client’s financial situation. The firm does not receive any commissions or third-party fees, ensuring that their recommendations are always in the best interest of the client.
Background
CHACKO-HERTZ FINANCIAL SOLUTIONS LLC was founded in 2011 by financial experts John Chacko and Emily Hertz. With over 20 years of combined experience in the industry, they set out to create a firm that would prioritize the needs of their clients above all else. Today, the firm continues to uphold this principle in all of its client interactions.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, CHACKO-HERTZ FINANCIAL SOLUTIONS LLC is required to disclose certain information to its clients. This includes information about the firm’s services, fees, potential conflicts of interest, and any disciplinary or legal actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, available on the Securities and Exchange Commission’s website.