About MINDER NARUSIEWICZ, INC.
MINDER NARUSIEWICZ, INC. is a leading financial services firm that specializes in providing expert financial advice to individuals, families, and businesses. With a team of experienced financial professionals, MINDER NARUSIEWICZ, INC. aims to help clients reach their financial goals and achieve financial success.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to clients
- Assists in reaching financial goals and achieving financial success
- Offers a range of financial services
- Works with a variety of client types
- Transparent and fair fees and compensation structure
- Highly qualified and experienced team of financial professionals
- Committed to helping clients make informed financial decisions
Facts and Insights:
Founded in 2000, MINDER NARUSIEWICZ, INC. has over 20 years of experience in the financial industry. With a team of 15 advisors, the firm manages over $500 million in assets under management. The firm is dedicated to providing personalized financial solutions and excellent customer service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2000 | 15 | $500 million |
Financial Services Offered:
- Financial planning and analysis
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business planning
Client Types:
- Individuals
- Families
- Businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
MINDER NARUSIEWICZ, INC. follows a transparent and fair fee structure. The firm charges a percentage of assets under management as a fee, which is typically lower than industry standards. They also offer hourly or flat fee arrangements for specific financial services. The firm does not receive any commissions for the sale of financial products.
Background:
MINDER NARUSIEWICZ, INC. was founded by financial experts, John Minder and Susan Narusiewicz. Both John and Susan have extensive experience in the financial industry and have been recognized for their expertise and contributions to the industry. The firm has a team of highly qualified and experienced financial professionals who are dedicated to providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know:
- MINDER NARUSIEWICZ, INC. is a registered investment advisor (RIA). This means that the firm is regulated by the Securities and Exchange Commission (SEC) and is required to abide by fiduciary standards, putting their clients’ best interests first.
- The firm has a clean record, with no disciplinary actions or disclosures.
- The firm provides a Form ADV, which includes information about the firm’s services, fees, and any potential conflicts of interest.
- MINDER NARUSIEWICZ, INC. also has a privacy policy to protect the confidentiality and security of their clients’ personal information.