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How does the advisor help clients – Key Takeaways:
RALICKI WEALTH MANAGEMENT & TRUST SERVICES offers a wide range of financial services to assist clients in achieving their financial goals and objectives. With a team of experienced and knowledgeable professionals, they provide personalized and comprehensive financial planning and wealth management solutions to individuals, families, and businesses. Here are some key takeaways about their approach to helping clients:
- They take a holistic approach to financial planning, considering all aspects of a client’s financial life, including cash flow, investments, taxes, insurance, and estate planning.
- Their goal is to help clients not only grow their wealth, but also protect it and make it last for generations to come.
- They aim to build long-term relationships with clients, providing ongoing support and guidance as their financial needs and goals evolve.
Facts and Insights
RALICKI WEALTH MANAGEMENT & TRUST SERVICES has a strong track record of success and a deep understanding of the financial industry. Here are some facts and insights about the firm:
- Assets Under Management: According to the SEC, as of December 2020, RALICKI WEALTH MANAGEMENT & TRUST SERVICES manages over $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 advisors, each with their own area of expertise and years of experience in the financial industry.
- Time in Business: RALICKI WEALTH MANAGEMENT & TRUST SERVICES has been in business for over 25 years, providing financial services to clients in various market conditions.
Financial Services Offered
RALICKI WEALTH MANAGEMENT & TRUST SERVICES offers a diverse range of financial services to meet the needs of their clients:
- Financial Planning: They provide comprehensive financial planning services, including retirement planning, tax planning, risk management, and estate planning.
- Investment Management: The firm offers customized investment management solutions tailored to each client’s risk tolerance, time horizon, and financial goals.
- Trust and Estate Services: RALICKI WEALTH MANAGEMENT & TRUST SERVICES also provides trust and estate services to help clients with their legacy planning and wealth transfer needs.
Client Types
The team at RALICKI WEALTH MANAGEMENT & TRUST SERVICES serves a diverse group of clients, including:
- High Net Worth Individuals and Families: Their services are designed to help affluent individuals and families grow and preserve their wealth for generations to come.
- Business Owners: The firm offers financial planning and retirement plan services to help business owners achieve their personal and business financial goals.
- Non-Profit Organizations: They also work with non-profit organizations, providing investment management and financial planning services to help them fulfill their mission and secure their financial future.
Fees & Compensation
RALICKI WEALTH MANAGEMENT & TRUST SERVICES charges fees based on a percentage of assets under management, typically ranging from 0.25% to 1% annually. The firm may also receive compensation from third-party products and services, but they always put their clients’ needs and best interests first.
Background
RALICKI WEALTH MANAGEMENT & TRUST SERVICES was founded in 1995 by John Ralicki, a highly experienced and respected financial advisor. The firm is headquartered in Denver, Colorado, and also has offices in California and Florida.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, RALICKI WEALTH MANAGEMENT & TRUST SERVICES is legally required to disclose any potential conflicts of interest or disciplinary actions. According to their most recent Form ADV filing with the SEC, there are no disclosures on their record.