How does the advisor help clients – Key Takeaways:
ENGELS INVESTMENT ADVISORS, LLC is a highly-experienced financial advisory firm that specializes in helping clients achieve their financial goals. The firm offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning. With their in-depth knowledge and expertise, the advisors at ENGELS INVESTMENT ADVISORS, LLC are committed to providing their clients with personalized and strategic financial advice.
Facts and Insights
ENGELS INVESTMENT ADVISORS, LLC was founded in 2005 and has been in business for over 15 years. The firm has $500 million in assets under management and employs 10 highly-qualified and experienced advisors. The key to the firm’s success is their commitment to providing personalized and tailored financial advice to each and every client.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ENGELS INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
The firm takes a holistic approach to financial planning and works closely with clients to create customized strategies that align with their unique financial goals and objectives.
Client Types
ENGELS INVESTMENT ADVISORS, LLC caters to a diverse range of clients, including high net worth individuals, families, and small businesses. The firm understands that every client has different financial needs and goals, and their team of advisors is equipped with the knowledge and experience to cater to each client’s specific requirements.
Fees & Compensation
The fee structure at ENGELS INVESTMENT ADVISORS, LLC is transparent and straightforward. The firm charges a percentage of assets under management as their fee, which ensures that their interests are aligned with their clients’ interests. The firm does not receive any commissions or other forms of compensation, which eliminates potential conflicts of interest.
Background
ENGELS INVESTMENT ADVISORS, LLC was founded by John Engels, a highly-experienced and reputable financial advisor with over 25 years of industry experience. John has a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP). He leads a team of skilled and knowledgeable advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a trusted and reputable financial advisory firm, ENGELS INVESTMENT ADVISORS, LLC ensures full transparency with their clients. They provide all necessary disclosures, including any potential conflicts of interest, to ensure that clients make informed decisions about their financial future.