How does the advisor help clients – Key Takeaways:
OLHOEFT FINANCIAL, LLC is a financial advisory firm that provides expert services to its clients. This firm offers a wide range of financial services to help clients achieve their financial goals and make informed decisions. Through their experienced advisors and personalized approach, OLHOEFT FINANCIAL, LLC aims to provide top-notch financial advice and support to their clients.
Facts and Insights
OLHOEFT FINANCIAL, LLC was founded in 2010 and has been in business for over 10 years. The firm is based in New York City and currently has assets under management of over $500 million. With a team of highly qualified and experienced advisors, OLHOEFT FINANCIAL, LLC has established a strong reputation in the financial industry and has been recognized as one of the top financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | Over 10 years |
Financial Services Offered
OLHOEFT FINANCIAL, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. Their experienced advisors work closely with clients to understand their unique financial needs and create customized strategies to help them achieve their goals.
Client Types
OLHOEFT FINANCIAL, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. Their broad client base allows them to have a deep understanding of different financial situations and tailor their services accordingly.
Fees & Compensation
OLHOEFT FINANCIAL, LLC charges its clients a fee based on a percentage of their assets under management. This fee structure ensures that their interests are aligned with their clients’ and motivates them to help their clients achieve their financial goals. The firm also has a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests.
Background
The founder of OLHOEFT FINANCIAL, LLC, John Olhoeft, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and has a strong track record of helping clients achieve their financial goals. He and his team of advisors have extensive knowledge and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
OLHOEFT FINANCIAL, LLC and its advisors have a clean record with regulatory authorities and have no reported disciplinary actions or client complaints. As a Registered Investment Advisor (RIA), the firm is required to disclose all potential conflicts of interest and any potential risks to their clients.