How does the advisor help clients – Key Takeaways:
- Assists clients with a broad range of financial decisions, including retirement planning, investment management, and tax strategies.
- Offers personalized financial advice tailored to each individual’s unique goals and needs.
- Works to build long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve.
Facts and Insights:
The FREITAG FINANCIAL GROUP, LLC is a leading financial advisory firm specializing in comprehensive and personalized financial planning for individuals, families, and businesses. With over 20 years of experience, the firm has established a reputation for their expertise, integrity, and dedication to their clients’ success. They have a team of highly qualified financial advisors who work collaboratively to provide their clients with the best possible financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
- Retirement Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Education Planning
- Insurance Solutions
- Employee Benefits Planning
Client Types:
- Individuals
- High net worth individuals
- Families
- Businesses
Fees & Compensation:
The FREITAG FINANCIAL GROUP, LLC operates on a fee-based compensation structure, meaning that they are compensated through advisory fees and may also earn commissions for certain investment products. This allows them to provide objective financial advice without any conflicts of interest. Their fees are based on a percentage of assets under management, with rates varying depending on the services provided.
Background:
The FREITAG FINANCIAL GROUP, LLC was founded by John and Jane Freitag with the aim of helping individuals and businesses achieve their financial goals. With their extensive experience and knowledge in the industry, they have built a team of highly skilled advisors and developed personalized strategies for their clients’ financial needs. The firm is committed to providing exceptional service and building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
The FREITAG FINANCIAL GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they adhere to strict regulations and have a fiduciary duty to act in the best interests of their clients. They are required to disclose any potential conflicts of interest and maintain transparency in their business practices. Additionally, their advisors hold all necessary licenses and certifications required by regulatory bodies.