How does the advisor help clients – Key Takeaways:
Michele M. Mantz is a seasoned financial expert who has helped numerous individuals and organizations achieve their financial goals. With years of experience in the industry, Michele is committed to providing personalized solutions and guidance to her clients.
Facts and Insights
Michele understands that each client has unique financial needs and goals. As such, she takes the time to thoroughly assess each client’s current financial situation and future goals before creating a tailored financial plan. This approach ensures that clients receive the best financial advice and solutions for their specific circumstances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 10 years |
Financial Services Offered
Michele offers a wide range of financial services to her clients, including investment management, retirement planning, estate planning, tax planning, and risk management. She stays up to date on the latest trends and market conditions to ensure that her clients receive the most relevant and effective advice.
Client Types
Michele works with a diverse range of clients, including individuals, families, professionals, and business owners. She understands that each client has unique needs and strives to provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
Michele believes in transparent and ethical practices when it comes to fees and compensation. She discusses all fees and charges upfront with her clients and only charges based on a percentage of assets under management. This fee structure ensures that her interests are aligned with those of her clients.
Background
Michele holds a degree in Finance and has been a financial advisor for over 10 years. She has received numerous accolades and recognition for her exemplary work, including being named one of the top financial advisors in the country.
Financial Advisor Disclosures to Know
Michele believes in full transparency and always discloses any relevant information to her clients. She has a clean record and has never faced any disciplinary action or regulatory infractions in her career.