How does the advisor help clients – Key Takeaways:
SCHMETTER & ASSOCIATES LLC is dedicated to providing expert financial services to their clients. By utilizing their specialized knowledge and experience in the industry, they are able to assist their clients in reaching their financial goals and securing their futures.
Facts and Insights
SCHMETTER & ASSOCIATES LLC has a proven track record of successfully helping clients manage their finances. They combine a deep understanding of the financial market with a personalized approach to create tailored strategies for each client.
Here are some facts and insights about SCHMETTER & ASSOCIATES LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered
SCHMETTER & ASSOCIATES LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of their services include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
SCHMETTER & ASSOCIATES LLC caters to a wide range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
Fees & Compensation
SCHMETTER & ASSOCIATES LLC believes in transparent and fair pricing for their services. They work on a fee-only basis, meaning that they do not receive commissions or third-party payments for investment recommendations. This allows them to provide unbiased advice that is solely in the best interest of their clients.
Their fees are based on a percentage of assets under management, ensuring that their goals are always aligned with their clients.
Background
SCHMETTER & ASSOCIATES LLC was founded by John Schmetter, an industry veteran with over 20 years of experience in the financial sector. He is a certified financial planner (CFP) and a registered investment advisor (RIA). He leads a team of dedicated and experienced advisors who are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial advisor, SCHMETTER & ASSOCIATES LLC adheres to the highest standards of ethics and transparency. They follow all the necessary regulations and disclosures, including:
- Disclosure Form ADV
- Privacy Policy
- Code of Ethics
- Anti-Money Laundering Policies
Their commitment to these disclosures ensures that their clients can trust and rely on their services.