How does SHANZER MANAGEMENT help clients
How does the advisor help clients – Key Takeaways:
SHANZER MANAGEMENT is a leading financial advisory firm that provides expert guidance and personalized solutions to clients seeking to achieve their financial goals. With a team of highly experienced and knowledgeable advisors, SHANZER MANAGEMENT offers a wide range of financial services to cater to the unique needs of each client.
Facts and Insights:
SHANZER MANAGEMENT has been in business for over 20 years, establishing a strong reputation for its expertise and professionalism in the financial services industry. With over $1 billion in assets under management, SHANZER MANAGEMENT has a proven track record of helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 20+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Savings Planning
Client Types:
SHANZER MANAGEMENT serves a diverse range of clients including individuals, families, high net worth individuals, and businesses. The firm recognizes that each client has unique financial goals and needs, and thus, offers personalized solutions tailored to each client’s specific situation.
Fees & Compensation:
SHANZER MANAGEMENT charges a fee based on a percentage of assets under management. This aligns the firm’s interests with that of the clients, as the firm’s compensation is tied to the performance of the client’s portfolio. This fee structure also ensures that SHANZER MANAGEMENT is committed to providing quality services and achieving positive results for its clients.
Background:
SHANZER MANAGEMENT was founded by John Shantzer, a highly experienced financial advisor with over 30 years of industry experience. Under his leadership, the firm has grown to become a top-rated financial advisory firm known for its integrity, transparency, and commitment to client satisfaction.
Financial Advisor Disclosures to Know:
SHANZER MANAGEMENT adheres to all applicable laws and regulations, and discloses all necessary information to clients as required by law. The firm also has a strict code of ethics and requires all advisors to act in the best interests of their clients at all times.