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How does the advisor help clients – Key Takeaways:
As a leading financial firm, ERBEN ASSOCIATES, LLC offers a wide range of services to help clients achieve their financial goals. By providing expert advice and personalized solutions, they help clients navigate the complex world of investments and financial management.
Facts and Insights
ERBEN ASSOCIATES, LLC has been in business for over 15 years, making it a well-established and trusted financial advisor. With a team of highly experienced advisors, they have assets under management (AUM) worth over $2 billion. This impressive track record shows their commitment to providing quality services and helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10+ | 15+ years |
Financial Services Offered
ERBEN ASSOCIATES, LLC provides comprehensive financial services to cater to their clients’ diverse needs. These services include investment management, retirement planning, tax planning, estate planning, and risk management. By offering a wide range of services, they ensure that clients have all the necessary tools and support to reach their financial goals.
Client Types
ERBEN ASSOCIATES, LLC works with a variety of clients, including high net worth individuals, families, and institutions. By tailoring their services to meet the specific needs of each client, they have built a strong and loyal client base over the years. Whether it’s helping individuals grow their wealth or assisting institutions with financial management, ERBEN ASSOCIATES, LLC has the expertise and experience to deliver results.
Fees & Compensation
ERBEN ASSOCIATES, LLC follows a transparent fee structure and only charges a fee based on a percentage of AUM. This means that their compensation is directly linked to the performance of their clients’ investments. This approach aligns their interests with those of their clients and ensures that they work towards maximizing returns.
Background
ERBEN ASSOCIATES, LLC is a reputable financial firm with a team of experienced and knowledgeable advisors. They hold various certifications and licenses, including the Certified Financial Planner (CFP) designation and the FINRA Series 7 and 66 licenses. This combination of expertise and qualifications makes them a reliable and trustworthy choice for individuals and institutions seeking financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, ERBEN ASSOCIATES, LLC is required to disclose certain information to clients. This includes their code of ethics, privacy policy, and any potential conflicts of interest. They prioritize transparency and make these disclosures readily available for clients to access.