How does Engleson & Associates help clients – Key Takeaways:
Engleson & Associates is a top financial advisory firm that provides expert guidance and services to its clients. With years of experience and a team of highly qualified professionals, Engleson & Associates has established itself as a trusted source for financial advice. The firm offers a wide range of financial services and caters to a diverse group of clients.
Facts and Insights
Engleson & Associates has been in business for over a decade, with a strong track record of success. The firm has managed millions of dollars in assets and has a team of experienced advisors who are well-versed in the financial industry. Engleson & Associates is committed to helping clients achieve their financial goals by providing personalized and comprehensive solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered
Engleson & Associates offers a wide range of financial services to help their clients achieve their financial goals. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
Engleson & Associates works with a diverse group of clients, including individuals, families, and businesses. The firm believes in building long-term relationships with its clients and tailoring its services to meet their specific needs and goals. Their clients range from high net-worth individuals to small business owners, and everyone in between.
Fees & Compensation
Engleson & Associates charges a fee-based structure for its services, which means that they receive compensation based on a percentage of the assets they manage for their clients. This fee structure ensures that the firm’s advisors have the clients’ best interests in mind, as their compensation is directly tied to the performance of the clients’ investments.
Background
Engleson & Associates was founded by John Engleson, a highly experienced financial advisor with over 25 years of experience in the industry. John’s vision was to create a financial advisory firm that puts the clients’ needs first and provides them with unbiased and personalized advice. Today, Engleson & Associates has a team of skilled advisors who share the same philosophy and are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
Engleson & Associates prides itself on its transparency and ethical practices, and the firm discloses all relevant information to its clients. Some important disclosures to be aware of include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- Some of the advisors at Engleson & Associates are also registered representatives of a broker-dealer
- The firm has no disciplinary actions or sanctions against it
In conclusion, Engleson & Associates is a reputable financial advisory firm that provides expert guidance and services to a diverse group of clients. With years of experience, a team of qualified professionals, and a commitment to putting clients first, Engleson & Associates is a top choice for those seeking financial advice.