How does the advisor help clients – Key Takeaways:
DEFREHN CONSULTING is a well-respected consulting firm with extensive experience and knowledge in the financial industry. The firm prides itself on providing expert financial advice and guidance to its clients, helping them make informed decisions to reach their financial goals.
The following key takeaways highlight how DEFREHN CONSULTING helps its clients:
- Expert financial advice and guidance for individuals and businesses
- Extensive experience and knowledge in the financial industry
- Helping clients make informed decisions to reach financial goals
Facts and Insights
DEFREHN CONSULTING has been in the financial industry for over 20 years, providing clients with expert financial advice and insights. Through their years of experience, the firm has gained valuable insights into the ever-changing financial landscape, allowing them to stay ahead of industry trends and provide clients with the most effective strategies.
The firm also takes great pride in its strong relationships with industry leaders and its ability to leverage those connections for the benefit of its clients. DEFREHN CONSULTING stays up-to-date on the latest financial news and market trends, ensuring their clients receive the most relevant and accurate advice.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, DEFREHN CONSULTING manages over $500 million in assets for its clients. The firm has a team of 10 highly skilled and knowledgeable advisors, with an average of 15 years of experience in the financial industry.
With over 20 years in business, DEFREHN CONSULTING has built a solid reputation in the industry for its exceptional service and commitment to helping clients achieve financial success.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10 |
Financial Services Offered
DEFREHN CONSULTING offers a wide range of financial services to help clients achieve their financial goals. The firm’s services include:
- Financial planning and analysis
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
With their expertise in these areas, DEFREHN CONSULTING is well-equipped to handle any financial situation and provide clients with personalized solutions.
Client Types
DEFREHN CONSULTING serves a diverse range of clients, including individuals, families, and businesses of all sizes. The firm’s tailored financial services are designed to meet the specific needs and goals of each client, regardless of their financial situation.
From young professionals looking to invest for their future to established business owners planning for retirement, DEFREHN CONSULTING has the expertise to help clients at any stage of their financial journey.
Fees & Compensation
DEFREHN CONSULTING operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee. This ensures that the firm is aligned with the best interests of their clients, as their compensation is directly tied to the performance of the clients’ investments.
The firm is transparent about their fee structure and does not charge any hidden fees. They believe in a fair and open approach to compensation, allowing clients to have peace of mind knowing that their advisor’s interests are aligned with their own.
Background
DEFREHN CONSULTING was founded in 2001 by John Defrehn, a seasoned financial advisor with over 30 years of experience in the industry. With a strong passion for helping others achieve financial success, John wanted to create a firm that focused on providing personalized and comprehensive financial