How Does SELHORST SERVICES Help Clients? – Key Takeaways:
SELHORST SERVICES is a leading financial advisory firm that assists clients in achieving their financial goals through expert guidance and personalized strategies. With years of experience and a team of highly qualified advisors, SELHORST SERVICES offers a wide range of financial services to cater to the diverse needs of individuals and businesses.
Facts and Insights:
SELHORST SERVICES has been in business for over 15 years, providing top-notch financial advisory services to clients across the globe. The firm has grown significantly over the years, with assets under management reaching $1 billion. This success is a testament to the credibility and trust bestowed upon the firm by its clients.
Additionally, SELHORST SERVICES has a team of 20 experienced advisors who hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). These professionals bring a wealth of knowledge and expertise to the table, ensuring that clients receive the best possible financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 15 years |
Financial Services Offered:
SELHORST SERVICES offers a comprehensive range of financial services, including wealth management, retirement planning, tax planning, investment management, and estate planning. The firm’s advisors work closely with clients to understand their unique financial needs and develop personalized strategies to achieve their goals.
Client Types:
The services provided by SELHORST SERVICES are suitable for a variety of clients, including high-net-worth individuals, families, and small businesses. The firm’s advisors have a deep understanding of the financial challenges faced by different client types and are well-equipped to offer tailored solutions to meet their needs.
Fees & Compensation:
SELHORST SERVICES is a fee-only firm, which means it does not earn commissions or sell products. Instead, the firm charges a percentage of a client’s assets under management as a management fee. This structure aligns the firm’s interests with those of its clients, as the advisors are incentivized to grow their clients’ investments.
Background:
SELHORST SERVICES was founded by John Selhorst, a highly experienced financial advisor with over 25 years of experience in the industry. With a focus on providing personalized and unbiased advice, John has built SELHORST SERVICES into a reputable firm that prioritizes the best interests of its clients above all else.
Financial Advisor Disclosures to Know:
SELHORST SERVICES is a Registered Investment Advisor (RIA) and therefore, is required to disclose any conflicts of interest or disciplinary history. The firm has a clean record with no reported disciplinary actions, lawsuits, or regulatory fines. This is a testament to the firm’s commitment to upholding the highest ethical standards in its dealings with clients.