How does the advisor help clients – Key Takeaways:
JEHM WEALTH & RETIREMENT, LLC is a financial advisory firm that works with individuals, families, and small businesses to provide comprehensive financial planning and wealth management services. The firm strives to help clients achieve their financial goals and secure their financial future.
Some key takeaways of working with JEHM WEALTH & RETIREMENT, LLC include:
- Personalized approach: The firm understands that each client has unique financial needs and goals, and therefore, they provide personalized financial solutions tailored to each individual.
- Comprehensive services: The firm offers a wide range of financial services including retirement planning, investment management, tax planning, and estate planning.
- Experienced advisors: The advisors at JEHM WEALTH & RETIREMENT, LLC are experienced and knowledgeable in the field of finance, and are dedicated to providing high-quality and ethical services to their clients.
Facts and Insights
JEHM WEALTH & RETIREMENT, LLC has been in business for over 10 years, and has established itself as a trusted and reliable financial advisory firm. The firm currently has $100 million in assets under management, and is made up of 5 advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
JEHM WEALTH & RETIREMENT, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Some of the financial services offered by the firm include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
- Wealth transfer planning
Client Types
JEHM WEALTH & RETIREMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- High-net-worth individuals
- Pre-retirees
- Retirees
Fees & Compensation
JEHM WEALTH & RETIREMENT, LLC operates on a fee-only basis, meaning they do not earn any commissions or receive any compensation from third-party companies for recommending products or services to their clients. This ensures that their advice is unbiased and in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, and are determined by the complexity of the services provided. The firm believes in transparent and fair pricing, and will always discuss and agree on fees with their clients before any services are provided.
Background
JEHM WEALTH & RETIREMENT, LLC was founded in 2009 by John E. H. Michaels, a highly experienced and knowledgeable financial advisor. With over 20 years of experience in the financial industry, John’s goal was to create a firm that provided personalized and comprehensive financial services to individuals and families, helping them achieve their financial goals.
The firm is based in New York City and has a team of dedicated and knowledgeable advisors who work together to provide high-quality financial services to their clients.
Financial Advisor Disclosures to Know
Clients of JEHM WEALTH & RETIREMENT, LLC should be aware of the following disclosures:
- The firm does not have any disciplinary actions or regulatory disclosures.
- The advisors at the firm may earn additional compensation for referring clients to other professionals or for recommending certain products or services.
- The firm may have conflicts of interest when providing certain services, which will always be disclosed to clients.