How does the advisor help clients – Key Takeaways:
Johannsen & Associates, Inc. is a reputable financial consultancy firm that has been providing exceptional services to clients for over 20 years. They have a team of expert financial advisors who assist clients in achieving their financial goals and managing their wealth effectively. Here are some key takeaways on how the advisor helps clients:
- Provide personalized financial planning – The advisors at Johannsen & Associates, Inc. understand that each client has unique financial needs and goals. Therefore, they offer personalized financial planning to help clients develop a tailored financial strategy that aligns with their specific objectives.
- Offer investment management services – With extensive knowledge and experience in investment management, the advisors at Johannsen & Associates, Inc. assist clients in developing a well-diversified investment portfolio that maximizes returns and minimizes risks.
- Guide clients through major life events – The advisors understand that clients’ financial needs may change over time due to major life events such as retirement, marriage, or the birth of a child. They provide guidance to clients on how to adjust their financial plans accordingly.
- Provide ongoing support and advice – Johannsen & Associates, Inc. believes in building long-term relationships with clients. Their advisors offer ongoing support and advice to help clients adapt to changing market conditions and make informed financial decisions.
Facts and Insights
To provide greater transparency and build trust with clients, below are some facts and insights about Johannsen & Associates, Inc.:
- Established in 1999, Johannsen & Associates, Inc. has been in business for over 20 years.
- The firm has over $500 million in assets under management.
- They have a team of 10 advisors with diverse backgrounds and expertise.
- The firm primarily serves high net worth individuals and families, as well as small business owners and retirees.
- Johannsen & Associates, Inc. has received several awards and accolades, including being recognized as a top financial advisory firm by Forbes and Barron’s.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
Johannsen & Associates, Inc. offers a comprehensive range of financial services to assist clients in achieving their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Education planning
Client Types
Johannsen & Associates, Inc. primarily serves high net worth individuals and families, as well as small business owners and retirees. Their clients typically have investable assets of $1 million or more.
Fees & Compensation
The firm’s fees and compensation structure are based on a percentage of the assets under management. This ensures that their interests are aligned with those of their clients. The exact percentage varies depending on the level of assets managed by the firm.
Background
Johannsen & Associates, Inc. was founded in 1999 by John Johannsen, a seasoned financial advisor with over 30 years of experience in the industry. He started the firm with a vision to provide personalized and unbiased financial advice to clients. Today, the firm has grown to become a leading financial consultancy firm with a team of experienced advisors and a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisory firm, Johannsen & Associates, Inc. has certain disclosures that clients should be aware of. These include any conflicts of interest, disciplinary actions, or legal or regulatory issues. Clients can find these disclosures on the firm’s Form ADV, which is available upon request from the firm or on the Securities and Exchange Commission’s website.
In conclusion, Johannsen & Associates, Inc. is a reputable financial consultancy firm that offers a wide range