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How does the advisor help clients – Key Takeaways:
Higgins & Schmidt Wealth Strategies LLC provides expert financial advice and strategies to help clients achieve their financial goals. Through their comprehensive services and experienced advisors, they strive to provide personalized solutions that cater to the unique financial needs of their clients.
Facts and Insights:
Higgins & Schmidt Wealth Strategies LLC is a well-established financial advisory firm with a proven track record of successfully helping clients achieve their financial objectives. With a team of skilled advisors, they offer a wide range of financial services and cater to different types of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
Client Types:
- High-net-worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation:
Higgins & Schmidt Wealth Strategies LLC operates on a fee-only basis, which means they do not earn commissions or receive compensation from third parties. Their fees are based on a percentage of the assets under their management. This fee structure ensures that their clients’ best interests are always the top priority.
Background:
Higgins & Schmidt Wealth Strategies LLC was founded by financial experts who have a deep understanding of the complexities of the financial industry. With a team of highly qualified advisors, the firm has built a reputation for delivering reliable and results-driven financial solutions to their clients.
Financial Advisor Disclosures to Know:
- Higgins & Schmidt Wealth Strategies LLC does not have any regulatory actions, civil, or criminal disclosures.
- All advisors at the firm have the necessary licenses and registrations to provide financial advice.
- The firm has a strict code of ethics and always acts in the best interests of their clients.