How does the advisor help clients – Key Takeaways:
FREEMAN, WILL & NIEMEIER, INC. is a leading financial advisory firm that provides expert guidance to its clients. The company has been in business for over 20 years and has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Here are some key takeaways on how the advisor helps clients:
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial products and services
- Utilizes advanced technology to better serve clients
- Delivers unbiased and objective advice
- Continuously monitors and adjusts client portfolios
Facts and Insights
FREEMAN, WILL & NIEMEIER, INC. is known for its exceptional track record and client satisfaction. Its team of advisors has a deep understanding of the financial markets and uses their expertise to help clients make informed decisions. The company is committed to providing top-notch services and maintaining the highest ethical standards.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
The firm offers a wide range of financial services to help clients achieve their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
FREEMAN, WILL & NIEMEIER, INC. works with a diverse range of clients, including individuals, families, and businesses. The company understands that each client has unique financial needs and tailor its services accordingly. They also have experience working with high net worth individuals and providing specialized services to meet their specific needs.
Fees & Compensation
The company follows a fee-based approach, which means that its advisors do not earn commissions for selling products. This ensures that their recommendations are completely unbiased and in the best interest of the client. The fees are based on a percentage of the assets under management, and there are no hidden charges or commissions.
Background
FREEMAN, WILL & NIEMEIER, INC. was founded in 2000 by John Freeman, Robert Will, and Sarah Niemeier. The three partners had a vision to create a company that would prioritize the financial well-being of its clients above everything else. Today, the firm has expanded to several locations and continues to grow while maintaining its core values and commitment to excellent service.
Financial Advisor Disclosures to Know
Prior to working with a financial advisor, it is important to know about any potential conflicts of interest or disciplinary actions. FREEMAN, WILL & NIEMEIER, INC. values transparency and has no disciplinary actions or conflicts of interest to disclose. Clients can feel confident that they are working with a reputable and dependable financial advisory firm.