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How does the advisor help clients – Key Takeaways:
HANKE & CO. WEALTH MANAGEMENT, LLC provides personalized financial advisory services to clients, helping them achieve their financial goals through expert guidance and strategic planning.
The firm specializes in wealth management and offers a range of services to cater to the financial needs of individuals, families, and businesses.
Some key takeaways of how HANKE & CO. WEALTH MANAGEMENT, LLC helps clients include:
- Tailored financial plans to meet clients’ unique needs and goals.
- Expert investment advice and portfolio management to build and preserve wealth.
- Tax planning strategies to minimize tax liabilities and maximize returns.
- Estate planning services to help clients protect and transfer their assets to future generations.
Facts and Insights:
Here are some important facts and insights about HANKE & CO. WEALTH MANAGEMENT, LLC:
- The firm was founded in 2005 by John Hanke, a seasoned financial expert with over 20 years of experience in the industry.
- HANKE & CO. WEALTH MANAGEMENT, LLC currently manages over $500 million in assets under management (AUM).
- The firm has a team of 10 financial advisors who are dedicated to providing personalized and comprehensive financial services to clients.
- HANKE & CO. WEALTH MANAGEMENT, LLC has a proven track record of helping clients achieve their financial goals through expert guidance and strategic planning.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management (AUM) | Number of Advisors | Time in Business | |
|---|---|---|---|
| HANKE & CO. WEALTH MANAGEMENT, LLC | $500 million | 10 | Founded in 2005 |
Financial Services Offered:
HANKE & CO. WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Some of the services provided by the firm include:
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance and risk management
Client Types:
The firm caters to the financial needs of various types of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners and entrepreneurs
- Corporate executives
- Trusts and estates
Fees & Compensation:
HANKE & CO. WEALTH MANAGEMENT, LLC charges clients a fee based on a percentage of assets under management. This fee is typically 1% of AUM. The firm does not receive any commissions or third-party payments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background:
The founder and CEO of HANKE & CO. WEALTH MANAGEMENT, LLC, John Hanke, is a certified financial planner with over 20 years of experience in the industry. He has a Bachelor’s degree in Finance and holds various other certifications, including the Chartered Financial Analyst (CFA) designation.
Under John’s leadership, the firm has become one of the most trusted and successful wealth management firms, providing expert financial advisory services to clients from all walks of life.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is essential for clients of HANKE & CO. WEALTH MANAGEMENT, LLC to be aware of any potential conflicts of interest that may arise. The firm has a fiduciary duty to act in