How does the advisor help clients – Key Takeaways:
FELSING FINANCIAL is a renowned financial advisor that provides expert financial guidance to individuals and businesses. With years of experience and a team of knowledgeable advisors, FELSING FINANCIAL has established itself as a leader in the financial services industry.
Here are some key takeaways about how FELSING FINANCIAL helps its clients:
- Offers a range of financial services to meet the unique needs of each client
- Has a team of expert advisors who understand the complexities of the financial world
- Strives to provide personalized and tailored solutions for each client
- Emphasizes on building long-term relationships with clients based on trust and transparency
Facts and Insights
FELSING FINANCIAL has a strong track record of success and has helped numerous individuals and businesses achieve their financial goals. Here are some facts and insights about the company:
- Founded in 1990, FELSING FINANCIAL has over 30 years of experience in the financial services industry.
- The company has a team of over 50 advisors who are dedicated to providing the best financial guidance to their clients.
- FELSING FINANCIAL manages over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | 30+ years |
Financial Services Offered
FELSING FINANCIAL offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
FELSING FINANCIAL works with a variety of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
At FELSING FINANCIAL, the fee structure is transparent and based on a percentage of assets under management. The company does not earn commissions on any investment products, ensuring that their recommendations are always in the best interest of the client. Here is a breakdown of the fees charged by FELSING FINANCIAL:
| Assets Under Management | Annual Fee |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Above $1 million | 0.50% |
FELSING FINANCIAL believes in full transparency and does not charge any hidden fees or commissions.
Background
FELSING FINANCIAL was founded in 1990 by John Felsing, a certified financial planner. John believed in providing unbiased and objective financial advice to his clients and built the foundations of the company on this philosophy. Today, the company continues to uphold this principle and has grown to become one of the most trusted financial advisors in the industry.
Financial Advisor Disclosures to Know
FELSING FINANCIAL adheres to strict compliance and follows all regulations set by the Securities and Exchange Commission (SEC). The company has a clean regulatory record with no disciplinary actions and no reported conflicts of interest. FELSING FINANCIAL values integrity and transparency, and always puts the best interests of their clients first.