wrapp it around
About FOGEL INVESTMENT ADVISORY GROUP, INC.
FOGEL INVESTMENT ADVISORY GROUP, INC. is a professional financial advisory firm that provides top-quality services to its clients. With years of experience and a strong team of financial experts, FOGEL INVESTMENT ADVISORY GROUP, INC. strives to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
FOGEL INVESTMENT ADVISORY GROUP, INC. is committed to providing personalized solutions to their clients. They work closely with each client to understand their unique financial situation and create a customized plan to help them reach their goals. Some key takeaways of their services include:
- Customized financial planning
- Comprehensive investment management
- Expert advice and guidance
- Excellent customer service
Facts and Insights
FOGEL INVESTMENT ADVISORY GROUP, INC. has a strong track record of success and a deep understanding of the financial market. They constantly analyze market trends and provide valuable insights to help their clients make informed decisions. Some key facts and insights about their services include:
- Founded in 2010
- Currently manages over $500 million in assets
- Team of 10 experienced financial advisors
- Extensive experience in various financial sectors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
Financial Services Offered
FOGEL INVESTMENT ADVISORY GROUP, INC. offers a wide range of financial services to meet the varying needs of their clients. Some of the services they provide include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
Client Types
FOGEL INVESTMENT ADVISORY GROUP, INC. caters to a diverse set of clients, including individuals, families, and businesses. They understand that each client has different financial needs and they tailor their services accordingly.
Fees & Compensation
FOGEL INVESTMENT ADVISORY GROUP, INC. believes in transparency when it comes to their fees and compensation. They charge a percentage of assets under management as their fee and do not earn any commissions or hidden charges. This ensures that their clients’ best interests are always prioritized.
Background
The team at FOGEL INVESTMENT ADVISORY GROUP, INC. has a combined experience of over 50 years in the financial industry. They have in-depth knowledge and expertise in various financial areas, including investments, taxes, and estate planning. Their strong background and dedication to their clients make them a trusted choice for financial advisory services.
Financial Advisor Disclosures to Know
As a registered financial advisory firm, FOGEL INVESTMENT ADVISORY GROUP, INC. is committed to full transparency with their clients. They are registered with the Securities and Exchange Commission (SEC) and are required to adhere to all regulations and laws. They also have a clean record with no disciplinary actions or regulatory violations.