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How does the advisor help clients – Key Takeaways:
NEUMEIER CAPITAL MANAGEMENT, INC. focuses on providing expert financial advice to clients through personalized investment strategies and comprehensive financial planning. With a commitment to transparency and ethical practices, the firm helps clients achieve financial success.
Facts and Insights:
NEUMEIER CAPITAL MANAGEMENT, INC. was founded in 1980 and has been in business for over 40 years. The firm currently has $2 billion under management and 10 advisors on its team.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|---|
| NEUMEIER CAPITAL MANAGEMENT, INC. | 1980 | $2 billion | 10 |
Financial Services Offered:
NEUMEIER CAPITAL MANAGEMENT, INC. offers a range of financial services to its clients, including investment management, financial planning, retirement planning, estate planning, and tax planning. The firm also provides educational resources and investment seminars to help clients make informed financial decisions.
Client Types:
The firm serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. NEUMEIER CAPITAL MANAGEMENT, INC. takes a personalized approach to understanding each client’s unique financial goals and creating customized solutions to meet their needs.
Fees & Compensation:
NEUMEIER CAPITAL MANAGEMENT, INC. charges a management fee based on a percentage of assets under management. The firm’s fee can vary depending on the size and complexity of the client’s portfolio. This fee structure aligns the interests of the client and the firm, as the firm only benefits when the client’s investments perform well.
Background:
NEUMEIER CAPITAL MANAGEMENT, INC. was founded by John Neumeier, a veteran in the financial services industry with over 50 years of experience. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals. NEUMEIER CAPITAL MANAGEMENT, INC. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know:
NEUMEIER CAPITAL MANAGEMENT, INC. follows strict fiduciary standards, meaning the firm is legally obligated to act in the best interests of its clients. As such, the firm has no conflicts of interest and will always prioritize the client’s goals over its own financial gain. The firm also has no regulatory or disciplinary actions on record, ensuring clients that they can trust in the firm’s ethical practices.