How does the advisor help clients – Key Takeaways:
The team at Fleishel Financial Associates, Inc. is dedicated to helping clients achieve financial success and security. Here are some key takeaways on how the advisors at Fleishel Financial Associates, Inc. help their clients:
- Provide expert financial advice and guidance
- Offer personalized financial planning and investment management services
- Help clients navigate the complexities of the financial world
- Strive to build long-term relationships with clients based on trust and integrity
- Continuously monitor and adjust clients’ financial plans to stay on track towards their goals
Facts and Insights
As a top financial firm, Fleishel Financial Associates, Inc. has some impressive facts and insights that speak to their success and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 20+ years |
Financial Services Offered
Fleishel Financial Associates, Inc. offers a comprehensive array of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
Client Types
Fleishel Financial Associates, Inc. works with a wide range of clients, including:
- Individuals and families
- Business owners
- Professionals
- High-net-worth individuals
- Retirees
- Trusts and estates
Fees & Compensation
Fleishel Financial Associates, Inc. believes in transparency when it comes to fees and compensation. They operate on a fee-based structure, which means they charge a percentage of assets under management. The exact fee is based on the services provided and the size of the client’s portfolio. They do not receive any commissions on investment products, ensuring that their advice is always objective and in the best interest of their clients.
Background
Fleishel Financial Associates, Inc. was founded in 1998 with a mission to provide clients with top-notch financial services and guidance. Their team of advisors has years of experience and expertise in various areas of finance, making them well-equipped to handle any financial situation that clients may face.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. Here are some important disclosures to know about Fleishel Financial Associates, Inc.:
- The firm may recommend certain investment products that could result in compensation for the advisor
- The firm may have business relationships with certain investment providers
- The firm may receive referral fees for referring clients to other professionals, such as attorneys or accountants
- The firm may receive discounts or waived fees for using certain investment products
Overall, Fleishel Financial Associates, Inc. is a highly reputable and experienced financial firm that is dedicated to helping clients achieve their financial goals. With a wide range of services, transparent fees, and a team of knowledgeable advisors, they are a top choice for those seeking expert financial guidance.