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How does the advisor help clients – Key Takeaways:
SCHENKELBERG INVESTMENTS, LLC is a reputable financial advisory firm that specializes in providing expert financial advice and services to its clients. They have a team of knowledgeable and experienced advisors who are dedicated to helping their clients achieve their financial goals and secure their future. Below are some key takeaways about how the firm helps its clients:
- Offers a comprehensive range of financial services to meet the diverse needs of clients.
- Provides personalized financial advice and strategies based on individual client goals and risk tolerance.
- Focuses on building long-term relationships with clients to help them navigate their financial journey with confidence and peace of mind.
- Uses a client-centered approach to develop customized investment portfolios that align with each client’s unique financial goals and objectives.
- Constantly monitors and adjusts clients’ portfolios to ensure they remain on track towards meeting their financial goals.
Facts and Insights:
SCHENKELBERG INVESTMENTS, LLC is a registered investment advisory firm with the Securities and Exchange Commission (SEC). As of 2021, the firm manages over $500 million in assets under management.
The firm has a team of 5 advisors with an average of 20 years of industry experience. This ensures clients receive expert and reliable financial advice from professionals who are well-versed in the dynamic markets.
SCHENKELBERG INVESTMENTS, LLC has been in business for 15 years, providing financial services to individuals, families, and businesses. Over the years, the firm has built a solid reputation as a trusted partner in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established: | 2006 |
|---|---|
| AUM: | $500 million |
| Number of Advisors: | 5 |
| Years in Business: | 15 |
Financial Services Offered:
SCHENKELBERG INVESTMENTS, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Charitable giving
Client Types:
SCHENKELBERG INVESTMENTS, LLC serves a variety of client types, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Young investors
- Families
Fees & Compensation:
SCHENKELBERG INVESTMENTS, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of their clients, ensuring their advisors are motivated to help clients grow their assets.
The firm is a fee-only advisor, meaning they do not earn commissions from selling financial products. This eliminates potential conflicts of interest and ensures that their clients receive unbiased and objective financial advice.
Background:
SCHENKELBERG INVESTMENTS, LLC was founded in 2006 by John Schenkelberg, who has over 25 years of experience in the financial industry. He started the firm with a mission to provide personalized and comprehensive financial services to help clients achieve their financial goals. Today, the firm has grown to serve a diverse client base and has a team of dedicated advisors committed to providing top-notch financial advice.
Financial Advisor Disclosures to Know:
SCHENKELBERG INVESTMENTS, LLC is a registered investment advisor with the SEC. This means they are held to a fiduciary standard, which requires them to always act in their clients’ best interests.
The firm has a clean record with no disclosures or disciplinary actions on their