How does the advisor help clients – Key Takeaways:
ORGEL WEALTH MANAGEMENT, LLC is a trusted and experienced financial advisor that provides clients with expert guidance and strategies tailored to their specific needs and goals. Their comprehensive financial services and personalized approach have helped their clients achieve financial success and peace of mind.
Facts and Insights
The following table provides an overview of ORGEL WEALTH MANAGEMENT, LLC’s assets under management, number of advisors, and time in business. These publicly available numbers showcase their growth and stability as a financial advisory firm.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ORGEL WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
ORGEL WEALTH MANAGEMENT, LLC serves a diverse clientele, including high net worth individuals and families, professionals, retirees, and business owners. They also work with institutions and corporations, providing them with expert financial counsel and services.
Fees & Compensation
ORGEL WEALTH MANAGEMENT, LLC is transparent about their fees and compensation structure, always putting their clients’ best interests first. As a fee-only advisory firm, they do not earn any commissions or sell financial products, ensuring unbiased and objective advice for their clients.
Background
Founded in 2005, ORGEL WEALTH MANAGEMENT, LLC has established a strong reputation as a leading financial advisory firm. Their team of experienced and knowledgeable advisors has a combined total of over 50 years of experience in the industry, making them a reliable and trusted source of financial guidance.
Financial Advisor Disclosures to Know
ORGEL WEALTH MANAGEMENT, LLC values transparency and ethical practices. As such, it is important to note the following disclosures:
- ORGEL WEALTH MANAGEMENT, LLC is a registered investment advisory firm with the Securities and Exchange Commission (SEC).
- All advisors at ORGEL WEALTH MANAGEMENT, LLC are licensed and registered with the appropriate regulatory agencies.
- ORGEL WEALTH MANAGEMENT, LLC has a clean disciplinary record and no legal or regulatory disclosures.
In conclusion, ORGEL WEALTH MANAGEMENT, LLC is a highly competent and reputable financial advisor that prioritizes their clients’ financial well-being. With a wide range of services, a diverse clientele, and transparent fees, they have proven to be a valuable partner in helping individuals and institutions achieve their financial goals.