How does the advisor help clients – Key Takeaways:
DERKS FINANCIAL, LLC provides comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax planning. The advisors at DERKS FINANCIAL, LLC aim to help clients achieve their financial goals and navigate the complex world of finance.
Facts and Insights
DERKS FINANCIAL, LLC was founded in 2005 by John Derks and has been serving clients for over 15 years. As of 2021, they manage over $500 million in assets and have a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
DERKS FINANCIAL, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
Client Types
DERKS FINANCIAL, LLC works with a diverse group of clients, including individuals, families, and small business owners. They also work with clients at different stages of their financial journey, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation
DERKS FINANCIAL, LLC charges a fee based on a percentage of assets under management for their investment management services. For financial planning and other services, they may charge an hourly or fixed fee based on the complexity of the services provided. This fee structure ensures that their interests are aligned with their clients’ and that they only make recommendations that are in their clients’ best interests.
Background
John Derks, the founder of DERKS FINANCIAL, LLC, has over 25 years of experience in the financial industry. He and his team of advisors have extensive knowledge and expertise in investment management, financial planning, and tax planning. They continuously stay updated on the latest market trends and regulations to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
DERKS FINANCIAL, LLC has no disclosures on their record, meaning that they have a clean history with no legal or disciplinary actions taken against them by a regulatory body. This signals that they have upheld a strict code of ethics and have always acted in their clients’ best interests.