How does the advisor help clients – Key Takeaways:
ORSER INVESTMENT ADVISORS, INC. is a leading financial investment advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial planning services. By taking a holistic approach to financial planning, the firm is able to provide clients with tailored solutions that fit their unique needs and circumstances.
Facts and Insights
Founded in 2005, ORSER INVESTMENT ADVISORS, INC. has over 15 years of experience in the financial industry. The firm is based in New York City and serves clients nationwide. With a team of highly qualified advisors, the firm has a wealth of knowledge and expertise to guide clients through their financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ORSER INVESTMENT ADVISORS, INC. provides a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm also offers education planning and business retirement plan services.
Client Types
The firm serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. ORSER INVESTMENT ADVISORS, INC. understands that each client has unique financial goals and needs, and they tailor their services to meet those needs.
Fees & Compensation
ORSER INVESTMENT ADVISORS, INC. believes in transparent and fair pricing for its services. The firm charges a percentage of assets under management (AUM) as its fee, which ranges from 1% to 2% depending on the size of the account. The firm also offers hourly and flat fee services for financial planning projects.
Background
The firm’s founder and CEO, John Orser, has over 25 years of experience in the financial industry. He holds the Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association. He has also been featured as a financial expert in various media outlets.
Financial Advisor Disclosures to Know
ORSER INVESTMENT ADVISORS, INC. believes in full transparency and always discloses any potential conflicts of interest to its clients. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
It is important for clients to know that ORSER INVESTMENT ADVISORS, INC. does not have any disclosures or legal or disciplinary actions on its record, ensuring its clients can trust and rely on the firm’s advice.