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How does the advisor help clients – Key Takeaways:
FLESCHNER INVESTMENTS has a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals. Their advisors have a deep understanding of the financial markets and specialize in providing personalized advice to their clients. Here are some key takeaways on how FLESCHNER INVESTMENTS helps their clients:
- Offers a wide range of financial services including investment management, retirement planning, tax planning, and more.
- Provides personalized advice tailored to each client’s unique financial situation and goals.
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial life.
- Regularly communicates with clients to keep them informed and updated on their investments.
Facts and Insights:
FLESCHNER INVESTMENTS has been in business for over 20 years and has built a strong reputation for providing excellent financial advice and services. Their team of advisors has a deep knowledge of the financial markets and uses this expertise to help their clients navigate the ever-changing economic landscape. Some key insights about FLESCHNER INVESTMENTS include:
- Over $2 billion in assets under management.
- More than 50 advisors on the team.
- Been in business since 1998.
To learn more about FLESCHNER INVESTMENTS and their team of advisors, check out their website or speak to one of their advisors directly.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 20+ years |
Financial Services Offered:
FLESCHNER INVESTMENTS offers a wide range of financial services to help their clients reach their financial goals. Their services include:
- Investment management
- Retirement planning
- Education planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
FLESCHNER INVESTMENTS works with a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Small businesses
- Institutions
Fees & Compensation:
FLESCHNER INVESTMENTS is a fee-based firm, which means they charge a percentage of a client’s assets under management as their fee. This fee structure aligns their interests with their clients, as the more their clients’ assets grow, the more the firm earns. They are transparent about their fees and compensation and always strive to keep costs low for their clients. It is recommended to discuss fees and compensation with a FLESCHNER INVESTMENTS advisor to fully understand the cost of their services.
Background:
FLESCHNER INVESTMENTS was founded in 1998 by John Fleschner, who has over 30 years of experience in the financial industry. The firm is headquartered in New York City and has multiple satellite offices across the country. FLESCHNER INVESTMENTS takes a team-based approach to financial planning, with each advisor bringing their unique expertise and skills to the table. This collaborative approach allows for well-rounded and comprehensive financial advice for their clients.
Financial Advisor Disclosures to Know:
FLESCHNER INVESTMENTS is a registered investment advisor (RIA) and as such, is required to disclose any potential conflicts of interest or disciplinary actions. These disclosures can be found on the firm’s ADV form, which can be obtained from the SEC or through the firm directly. It is always recommended to review these disclosures before working with a financial advisor to fully understand their background and any potential conflicts of interest.