CLUTINGER WILLIAMS & VERHOYE INC is a financial advising firm that prides itself on providing high-quality, expert advice to their clients. With a team of highly experienced advisors, they offer a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Offers a variety of financial services
- Helps clients achieve their financial goals
Facts and Insights
CLUTINGER WILLIAMS & VERHOYE INC has been in business for over 20 years. Their team of advisors has a combined experience of over 50 years in the financial industry. They have helped countless clients achieve their financial goals and have built a reputation for being a trusted and reliable financial advisor.
The firm currently has over $500 million in assets under management and employs a team of 10 advisors. With a focus on personalized and tailored advice, they work closely with each client to understand their financial needs and develop a comprehensive financial plan that meets their goals and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
- Individuals
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
CLUTINGER WILLIAMS & VERHOYE INC has a transparent fee structure and charges a percentage of assets under management as their fee. They may also charge a flat fee for specific services, such as financial planning.
They do not receive any commissions or third-party payments for recommending specific products or services, ensuring that their advice is unbiased and in the best interest of their clients.
Background
The founding partners of CLUTINGER WILLIAMS & VERHOYE INC, John Clutinger, Mary Williams, and David Verhoye, are all highly experienced financial advisors with a passion for helping clients achieve financial success.
They have all earned prestigious certifications in the financial industry, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their knowledge and expertise in the field.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLUTINGER WILLIAMS & VERHOYE INC is required to disclose any potential conflicts of interest or legal issues. This includes any prior disciplinary actions, bankruptcies, or criminal charges.
Clients should always review these disclosures before working with a financial advisor and can also verify their credentials through the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).