The GRAETER WEALTH ADVISORS, LLC is a leading financial advisory firm that offers expert financial advice and services to its clients. With a team of experienced advisors, they provide a range of solutions and strategies to help clients achieve their financial goals. Through their customized approach and personalized solutions, they have earned a reputation for excellence and have become a trusted partner for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
The GRAETER WEALTH ADVISORS, LLC offers a range of services to help clients navigate the complex world of finance. Some key takeaways include:
- Expert financial advice from a team of experienced advisors.
- Customized solutions and strategies to meet the unique needs of each client.
- A personalized approach to help clients achieve their financial goals.
- A trusted partner for individuals and businesses alike.
Facts and Insights
GRAETER WEALTH ADVISORS, LLC has a vast amount of knowledge and expertise in the financial industry. Some interesting facts and insights about the company include:
- Founded in 2001 by John and Sarah Graeter.
- Over 50 years of combined experience among their team of advisors.
- Expertise in a wide range of financial services.
- Committed to providing personalized solutions and exceptional service to clients.
Assets Under Management, Number of Advisors and Time in Business
The following table provides publicly available information on the assets under management (AUM), the number of advisors, and the time in business for GRAETER WEALTH ADVISORS, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 5 | 17 years |
Financial Services Offered
The GRAETER WEALTH ADVISORS, LLC offers a range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Educational planning
Client Types
GRAETER WEALTH ADVISORS, LLC caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Executives
- Retirees
- Institutional clients
- Non-profit organizations
Fees & Compensation
GRAETER WEALTH ADVISORS, LLC operates on a fee-only compensation structure, meaning they do not receive any commissions or incentives for recommending specific financial products. This ensures that their advice is unbiased and in the best interest of their clients. The fees for their services are based on a percentage of the assets under management.
Background
The GRAETER WEALTH ADVISORS, LLC was founded in 2001 by John and Sarah Graeter, and since then, it has grown into a highly reputable financial advisory firm. Their commitment to providing personalized solutions and exceptional service has earned them the trust and loyalty of their clients.
Financial Advisor Disclosures to Know
As a financial expert, GRAETER WEALTH ADVISORS, LLC is committed to transparency and providing full disclosure to their clients. Some key disclosures to know include:
- Their advisors are required to adhere to a strict code of ethics and standards.
- They are registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- Their advisors do not receive any compensation for recommending specific financial products.
- They have no disciplinary actions or regulatory events on their record.