How does the advisor help clients – Key Takeaways:
M.B. ENGDAHL & CO. has been providing expert financial advisory services for over 30 years. Their team of experienced advisors works with clients to create personalized financial plans and strategies to help them achieve their financial goals. They pride themselves on their commitment to transparency, client education, and superior customer service.
Facts and Insights
M.B. ENGDAHL & CO. has over $500 million in assets under management. They currently have 10 advisors on their team, ensuring that clients receive personalized attention and tailored solutions. With over 30 years in business, they have developed a deep understanding of the ever-changing financial landscape and have a successful track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10 | Over 30 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
M.B. ENGDAHL & CO. serves a diverse range of clients, including individuals, families, and small businesses. They work with clients at all stages of life, from young professionals just starting out to retirees looking to maintain their wealth. They also have experience working with clients from various industries and backgrounds, providing them with a well-rounded perspective on financial planning.
Fees & Compensation
M.B. ENGDAHL & CO. operates on a fee-only basis, meaning they do not receive any commissions or compensation from financial products they recommend to clients. This ensures that their recommendations are always in the best interest of the client, as they do not stand to gain financially from certain products or services. Their fees are based on a percentage of assets under management and are determined through a transparent and open discussion with the client.
Background
M.B. ENGDAHL & CO. was founded in 1988 by financial expert M.B. Engdahl. He has over 40 years of experience in the financial industry and has built the firm on the principles of integrity, trust, and personalized service. Their team of advisors is highly educated and experienced, with many holding advanced degrees and certifications. They also frequently attend industry conferences and stay up-to-date on the latest trends and developments in the financial world.
Financial Advisor Disclosures to Know
As a fiduciary, M.B. ENGDAHL & CO. is legally obligated to act in the best interest of their clients at all times. They uphold a strict code of ethics and fully disclose all potential conflicts of interest to their clients. Before working with a client, they provide a Form ADV that outlines their services, fees, and any potential conflicts of interest. They also adhere to all relevant laws and regulations, ensuring that their clients receive the highest standard of care.