How does the advisor help clients – Key Takeaways:
Oelschlager Investments provides comprehensive financial planning and wealth management services to clients. They help clients achieve their financial goals through personalized strategies and a client-first approach.
Facts and Insights
Oelschlager Investments was founded in 1998 by John Oelschlager, a seasoned financial expert with over 30 years of experience. The firm is headquartered in Akron, Ohio and has a presence in multiple states.
The firm’s success can be attributed to its highly qualified team of advisors, who hold various certifications and designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Accredited Investment Fiduciary (AIF). This expertise allows them to provide informed and unbiased advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 23 years |
Financial Services Offered
Oelschlager Investments offers a range of financial services to help clients achieve their goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
- Business planning
Client Types
Oelschlager Investments works with a diverse range of clients, including high net worth individuals, families, and businesses. They also serve institutional clients such as endowments, foundations, and pension plans.
Fees & Compensation
Oelschlager Investments charges a percentage of assets under management as their fee, ranging from 1% to 2%. The firm believes in transparency and does not have any hidden fees. They also do not receive commissions for recommending certain investments, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Founder John Oelschlager has extensive experience in financial planning, equity research, and portfolio management. He has been recognized by various publications and organizations for his expertise and leadership, including Forbes and the Financial Times.
In addition to his work at Oelschlager Investments, John is also a philanthropist and actively supports various charitable organizations.
Financial Advisor Disclosures to Know
Oelschlager Investments prides itself on its ethical and transparent practices. As a registered investment advisor, they have a fiduciary duty to always act in their clients’ best interests. The firm does not have any disclosures to report, ensuring that their clients can trust their services without any conflicts of interest.