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How does the advisor help clients – Key Takeaways:
Losch Management Company provides comprehensive financial management services to their clients.
- They offer personalized financial planning and investment management strategies tailored to each client’s specific needs and goals.
- Their team of experienced advisors provides ongoing support and education to help clients make informed financial decisions.
- They also offer a range of financial services and work with various client types, making them a versatile and well-rounded financial resource.
Facts and Insights
Losch Management Company has been in business for over 20 years, and in that time, they have gained valuable insights and experience in the financial industry. Here are some key facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10+ |
| Years in Business | 20+ |
Financial Services Offered
Losch Management Company offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
Losch Management Company works with a diverse range of clients, including individuals, families, small businesses, and non-profit organizations. They also serve clients at various stages of their financial journey, from those just starting to those ready to retire.
Fees & Compensation
Losch Management Company is a fee-based advisory firm, which means they charge a fee for their services rather than earning commissions on financial products. This eliminates any conflicts of interest and ensures that their advisors act in their clients’ best interests.
The firm’s fees are based on a percentage of assets under management and may vary depending on the services provided. They are committed to transparency and will clearly outline all fees and compensation before the client begins working with them.
Background
Losch Management Company was founded by John Losch, a seasoned financial advisor with over 30 years of experience in the industry. He built the firm with a team of experienced and knowledgeable advisors who share his passion for helping clients achieve financial success.
The firm is registered with the Securities and Exchange Commission (SEC) and is held to the highest standards of professionalism and ethical conduct.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Losch Management Company is required to disclose any potential conflicts of interest that may arise in their client relationships. These include:
- Any relationships with third-party companies that may influence their recommendations
- Any compensation they may receive from third-party companies
- Any past legal or disciplinary actions
Clients can rest assured that Losch Management Company is committed to putting their clients’ interests first and maintaining transparency in all aspects of their financial services.