About FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. is a trusted financial management firm that provides expert advice to clients looking to achieve their financial goals. With a team of experienced professionals, the firm offers a broad range of financial services and helps clients navigate their way through a complex financial landscape.
How does the advisor help clients – Key Takeaways:
- Personalized Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Solutions
- Regular Portfolio Reviews
Facts and Insights
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. has been in business for 15 years and has a team of over 20 experienced advisors. The firm has over $2 billion in assets under management and has helped countless clients achieve their financial goals through their tailored strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2 billion |
|---|---|
| Number of Advisors: | 20+ |
| Time in Business: | 15 years |
Financial Services Offered
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services offered include personal financial planning, investment management, tax planning, estate planning, retirement planning, and insurance solutions.
Client Types
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. caters to a wide range of clients, including individuals, families, business owners, and institutions. Their team of advisors has the expertise and experience to work with clients from all backgrounds and help them with their unique financial needs.
Fees & Compensation
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. believes in transparent and fair fees for their services. The firm charges an annual fee based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. was founded by financial experts who saw a need for personalized and comprehensive financial planning for individuals, families, and businesses. With their deep knowledge and experience in the industry, they have built a reputable firm that is trusted by clients to manage their wealth.
Financial Advisor Disclosures to Know
As a reputable financial management firm, FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. follows strict policies and regulations to ensure transparency and accountability to their clients. Clients can find all necessary disclosures and legal information on the firm’s website or by contacting one of their advisors.