About HERZOG FINANCIAL GROUP, LLC
HERZOG FINANCIAL GROUP, LLC is a reputable financial services company that has been providing quality financial advice to clients for several years. Led by a team of experienced financial experts, the firm offers a wide range of services that cater to the diverse needs of their clients. With a commitment to excellence and a client-oriented approach, HERZOG FINANCIAL GROUP, LLC has become a trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual needs and goals.
- Offers a comprehensive range of financial services.
- Has a team of experienced financial experts.
- Utilizes a client-oriented approach.
- Committed to maintaining the highest ethical standards.
Facts and Insights
Here are some key facts and insights about HERZOG FINANCIAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
HERZOG FINANCIAL GROUP, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management and planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
HERZOG FINANCIAL GROUP, LLC caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
HERZOG FINANCIAL GROUP, LLC charges clients a fee based on a percentage of their assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as the firm’s compensation is directly tied to the success of the client’s investments. The firm also follows a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
Background
The founder and CEO of HERZOG FINANCIAL GROUP, LLC, John Herzog, has over 20 years of experience in the financial industry. He is a certified financial planner and holds a degree in finance from a reputable university. The firm’s team of financial advisors also have their own unique areas of expertise, allowing them to provide comprehensive and specialized services to clients.
Financial Advisor Disclosures to Know
HERZOG FINANCIAL GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest that may arise in their financial advising services. These disclosures can be found on the firm’s Form ADV, which is available to the public on the SEC’s website.