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How does the advisor help clients – Key Takeaways:
Ehrlich Financial Group is a trusted financial advisory firm that offers a variety of services to help clients achieve their financial goals. They have a team of experienced financial experts who provide personalized solutions and recommendations tailored to each client’s unique needs and objectives. Through their expertise and strong relationships with reputable financial institutions, clients can receive top-notch financial guidance and services.
Facts and Insights:
Founded in 2003, Ehrlich Financial Group has been in the business for over 18 years. In that time, they have built a solid reputation in the industry for their professionalism and expertise. They currently manage over $500 million in assets under management and have a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered:
Ehrlich Financial Group provides a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, insurance planning, and more. They use a holistic approach when guiding their clients through all aspects of their financial journey.
Client Types:
Ehrlich Financial Group works with a diverse group of clients, including high-net-worth individuals, families, and small business owners. They also cater to clients with specific financial needs, such as those planning for retirement or seeking wealth management services.
Fees & Compensation:
Ehrlich Financial Group believes in full transparency when it comes to fees and compensation. They charge a percentage of assets under management as their compensation, which varies based on the client’s investment portfolio and services provided. They do not receive any commissions or third-party compensation, ensuring that their clients’ best interests are their top priority.
Background:
The founder and CEO of Ehrlich Financial Group, John Ehrlich, has over 30 years of experience in the financial industry. He is a certified financial planner and a chartered financial consultant, making him a highly qualified and knowledgeable advisor. The other advisors on the team also have impressive backgrounds and certifications, ensuring that clients receive top-notch financial guidance.
Financial Advisor Disclosures to Know:
Ehrlich Financial Group has a clean disciplinary record, with no legal or regulatory actions taken against them. This is a testament to their ethical and professional practices, giving clients peace of mind and confidence in their services.