How does the advisor help clients – Key Takeaways:
HOLZBERG WEALTH MANAGEMENT, INC. is dedicated to providing comprehensive financial planning and investment management services to its clients. The firm’s team of experienced financial advisors work closely with each client to develop a personalized financial plan that aligns with their unique goals and objectives. Through a combination of active portfolio management and proactive financial guidance, the advisors at HOLZBERG WEALTH MANAGEMENT, INC. help their clients achieve financial security and success.
Facts and Insights
As a leading financial management firm, HOLZBERG WEALTH MANAGEMENT, INC. offers a wide range of services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance services. The firm’s team of advisors have a wealth of knowledge and experience in the financial industry, allowing them to provide expert guidance and support to their clients. HOLZBERG WEALTH MANAGEMENT, INC. also stays up-to-date with the latest industry trends and insights, ensuring their clients receive the most relevant and effective financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
HOLZBERG WEALTH MANAGEMENT, INC. is a full-service financial management firm. The firm’s team of advisors provide a comprehensive range of services to their clients, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types
HOLZBERG WEALTH MANAGEMENT, INC. works with a diverse range of clients, including high-net-worth individuals, families, and businesses. Their team of advisors have experience in working with clients from various backgrounds and industries, allowing them to provide tailored and effective financial solutions to each client.
Fees & Compensation
HOLZBERG WEALTH MANAGEMENT, INC. believes in full transparency when it comes to fees and compensation. The firm’s fees are based on a percentage of assets under management, with an annual fee ranging from 1% to 1.5%. The firm may also receive additional compensation from third-party service providers, but this is fully disclosed to clients.
Background
HOLZBERG WEALTH MANAGEMENT, INC. was founded in 2000 by John Holzberg. With over 30 years of experience in the financial industry, John had a vision to create a firm that provides personalized, holistic financial planning services to its clients. Today, the firm has grown to a team of 10 dedicated financial advisors who continue to uphold John’s vision and values.
Financial Advisor Disclosures to Know
As a registered investment advisor, HOLZBERG WEALTH MANAGEMENT, INC. is held to a fiduciary standard, meaning they are legally obligated to always act in the best interests of their clients. The firm has a clean record and has not had any disciplinary actions taken against them. Clients can feel confident and trusting in the firm’s expert guidance and services.