H2: Key Takeaways:
HORST & GRABEN WEALTH MANAGEMENT, LLC is a trusted and experienced financial advisory firm that has helped countless clients achieve their financial goals. With a team of skilled and knowledgeable advisors, HORST & GRABEN provides personalized and comprehensive services to meet the unique needs of each client.
H2: Facts and Insights
HORST & GRABEN WEALTH MANAGEMENT, LLC has been in business for over 20 years, providing clients with expert financial guidance and strategies. As a registered investment advisor, the firm is held to a fiduciary standard, meaning their advisors act in the best interests of their clients at all times.
Their commitment to excellence has earned them a place on Forbes’ list of Top Wealth Advisors, and the firm has been recognized by Barron’s, Financial Times, and CNBC for their exceptional services.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 20+ years |
Financial Services Offered
HORST & GRABEN WEALTH MANAGEMENT, LLC offers a wide range of financial services including portfolio management, retirement planning, tax planning, estate planning, risk management, and more. Their team of experts utilizes a holistic approach to wealth management, taking into account all aspects of a client’s financial situation to create a tailored plan.
Client Types
HORST & GRABEN WEALTH MANAGEMENT, LLC serves a diverse group of clients, including high-net-worth individuals, families, and businesses. Their advisors are experienced in handling complex financial situations and can offer valuable guidance to clients of all backgrounds.
Fees & Compensation
HORST & GRABEN WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the advisors’ interests are aligned with their clients’ goals, as they only earn more when their clients’ portfolios grow. The firm also prides itself on transparency, ensuring that clients understand all fees and charges before signing any agreements.
Background
HORST & GRABEN WEALTH MANAGEMENT, LLC was founded by John Horst and Sarah Graben, two seasoned financial advisors with a passion for helping individuals and families achieve financial security. With a team of over ten advisors, the firm has grown into one of the leading wealth management firms in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, HORST & GRABEN WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. They have a strict policy of transparency and will always inform their clients of any potential conflicts before providing any services.
In conclusion, HORST & GRABEN WEALTH MANAGEMENT, LLC is a top-rated financial advisory firm known for their personalized and comprehensive services. With years of experience and a team of skilled advisors, they are dedicated to helping clients achieve their financial goals and secure their future.