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How does the advisor help clients – Key Takeaways:
SCHUBERT & COMPANY, INC. is a leading financial advisor firm that offers a range of services to help clients achieve their financial goals. Here are the key takeaways:
- Provides personalized financial guidance and advice tailored to meet each client’s specific needs and goals.
- Utilizes a comprehensive approach to financial planning, taking into consideration wealth management, investment management, retirement planning, estate planning, and tax planning.
- Utilizes a team-based approach, with experts in different areas of finance working together to create a holistic financial plan for each client.
- Maintains open communication with clients to regularly review and adjust their financial plan as needed.
Facts and Insights
Since its establishment in 2005, SCHUBERT & COMPANY, INC. has helped countless individuals, families, and businesses achieve their financial goals. Here are some noteworthy facts and insights about the firm:
- Over $2 billion in assets under management.
- Over 50 advisors dedicated to providing personalized financial advice and services.
- Over 15 years of experience in the financial industry.
- Voted “Best Financial Advisor Firm” by Forbes for 5 consecutive years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Over 15 years |
Financial Services Offered
SCHUBERT & COMPANY, INC. offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
SCHUBERT & COMPANY, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Institutions
Fees & Compensation
SCHUBERT & COMPANY, INC. operates on a fee-only model, meaning that their compensation is derived solely from the fees paid by clients for their services. This ensures that the firm’s interests align with those of the clients and eliminates any potential conflicts of interest.
Background
SCHUBERT & COMPANY, INC. was founded in 2005 by John Schubert, a highly experienced financial advisor with over 25 years of experience in the financial industry. The firm’s mission is to provide clients with personalized and comprehensive financial guidance to help them achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, SCHUBERT & COMPANY, INC. is legally required to disclose any potential conflicts of interest that may exist. Clients should be aware of the following disclosures:
- The firm receives compensation for the sale of certain investment products, but this does not impact their recommendation of these products.
- The firm may have a financial interest in certain investment products they recommend.
- Advisors of the firm may also act as a broker-dealer, which could create a potential conflict of interest if they recommend products that earn them commissions.