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How does the advisor help clients – Key Takeaways:
OHLMANN INVESTMENT ADVISORS LLC is a premier financial advising firm focused on providing expert guidance and services to clients seeking to grow and protect their wealth. With a team of highly experienced and knowledgeable advisors, OHLMANN INVESTMENT ADVISORS LLC offers a variety of services to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about OHLMANN INVESTMENT ADVISORS LLC:
- Assets Under Management: $500,000
- Number of Advisors: 5
- Time in Business: 15 years
Financial Services Offered
OHLMANN INVESTMENT ADVISORS LLC offers a wide range of financial services to help clients manage their wealth effectively. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
OHLMANN INVESTMENT ADVISORS LLC caters to a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation
OHLMANN INVESTMENT ADVISORS LLC’s fee structure is based on a percentage of assets under management, ensuring that the firm’s success is aligned with its clients’ success. They also offer hourly consultations for specific financial planning needs. Regarding compensation from third-party sources, OHLMANN INVESTMENT ADVISORS LLC operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation from recommending specific products or services.
Background
OHLMANN INVESTMENT ADVISORS LLC was founded in 2006 by Jane Ohlmann, a highly experienced financial advisor with over 25 years of experience in the industry. Since its inception, the firm has grown to include a team of experts with diverse backgrounds and expertise in various financial areas.
Financial Advisor Disclosures to Know
As a registered investment advisor, OHLMANN INVESTMENT ADVISORS LLC is required to disclose any potential conflicts of interest or disciplinary actions of its advisors. Currently, the firm has a clean record with no disclosures to report.