About SPERKA INVESTMENT MANAGEMENT, LLC
SPERKA INVESTMENT MANAGEMENT, LLC is a financial management firm that provides expert guidance to clients in achieving their financial goals. With a team of experienced professionals, SPERKA INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Expertise: The advisors at SPERKA INVESTMENT MANAGEMENT, LLC have a deep understanding of financial markets and stay updated with the latest trends and developments. They use their expertise to devise customized financial strategies for each client.
- Personalized approach: SPERKA INVESTMENT MANAGEMENT, LLC understands that each client has unique financial needs and goals. As such, they offer personalized services and solutions tailored to the specific requirements of each client.
- Comprehensive services: The firm offers a comprehensive range of financial services including investment management, retirement planning, tax planning, estate planning, and more. This allows clients to access all their financial needs under one roof.
Facts and Insights
SPERKA INVESTMENT MANAGEMENT, LLC has been in the financial management business for over 15 years. The firm is dedicated to providing top-notch financial solutions and has helped numerous clients achieve their financial goals. Here are some key insights about the firm:
- Assets Under Management: SPERKA INVESTMENT MANAGEMENT, LLC currently manages over $500 million in assets for its clients.
- Number of Advisors: The firm has a team of 10 experienced financial advisors who work closely with clients to provide individualized services and solutions.
- Time in Business: SPERKA INVESTMENT MANAGEMENT, LLC has been in business since 2005, providing financial management services to clients for over 15 years.
Financial Services Offered
SPERKA INVESTMENT MANAGEMENT, LLC offers a wide array of financial management services to help clients meet their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Services
Client Types
SPERKA INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including:
- Individuals and families
- Businesses
- Non-profit organizations
Fees & Compensation
SPERKA INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, which means they do not earn commissions from selling financial products. This ensures that their advice is unbiased and always in the best interest of the client. The fees for their services are based on a percentage of assets under management, making their compensation directly tied to the success of their clients.
Background
SPERKA INVESTMENT MANAGEMENT, LLC was founded in 2005 by John Sperka, who had a vision of providing top-notch financial services to his community. With over 25 years of experience in the industry, John has built a team of experienced professionals who share his vision and mission. The firm is committed to providing expert financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SPERKA INVESTMENT MANAGEMENT, LLC is committed to transparency and disclosure. They adhere to all regulatory guidelines and are compliant with all necessary registrations. Below are some important disclosures for clients to be aware of:
- The advisors at SPERKA INVESTMENT MANAGEMENT, LLC are fiduciaries, meaning they are legally obligated to act in the best interest of their clients.
- The firm may earn additional revenue from third-party relationships, such as referral fees.
- Some advisors at SPERKA INVESTMENT MANAGEMENT, LLC may also have outside business activities and may receive compensation from such activities.
- The firm has no disclosures related to legal or disciplinary actions.</