How does the advisor help clients – Key Takeaways:
Michael Niemczyk Associates, Inc. is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive guidance. With a team of experienced professionals, the firm offers a wide range of financial services tailored to meet the individual needs of each client.
Here are the key takeaways from how Michael Niemczyk Associates, Inc. helps its clients:
- Provides personalized and comprehensive financial guidance
- Offers a wide range of financial services
- Has a team of experienced professionals
- Tailors services to meet individual client needs
Facts and Insights
Founded in 1992, Michael Niemczyk Associates, Inc. has been providing financial advisory services for over 28 years. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). As of 2020, the firm has over $300 million in assets under management and a team of seven advisors.
Assets Under Management, Number of Advisors and Time in Business:
{
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1992 | $300 million | 7 |
}
Financial Services Offered
Michael Niemczyk Associates, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Wealth management
Client Types
The firm serves a diverse client base including individuals, families, and small businesses. They also work with clients from a variety of professions and industries, including healthcare, technology, and education.
Fees & Compensation
Michael Niemczyk Associates, Inc. charges a fee based on a percentage of assets under management. This fee is negotiated with each client and may vary depending on the complexity of their financial situation. The firm may also receive commissions from the sale of certain insurance or investment products, but it strives to keep conflicts of interest to a minimum.
Background
The founder and CEO of Michael Niemczyk Associates, Inc., Michael Niemczyk, has over 35 years of experience in the financial industry. He has a Bachelor’s degree in Business Administration and is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). The firm’s team of advisors also have extensive experience and credentials, including CFPs, Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs).
Financial Advisor Disclosures to Know
As a registered investment advisor, Michael Niemczyk Associates, Inc. has a fiduciary duty to act in the best interests of its clients. This means they must disclose any potential conflicts of interest and always prioritize their clients’ needs. The firm has a clean record with no disciplinary actions from regulatory bodies.