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How does the advisor help clients – Key Takeaways:
STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS provides personalized financial planning and investment management services to individuals and families. They believe in building long-term relationships with their clients and work towards helping them achieve their financial goals.
Facts and Insights
Below are some key facts and insights about STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS:
- Assets Under Management: Over $500 million
- Number of Advisors: 10
- Time in Business: Over 20 years
Financial Services Offered
The services offered by STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Professionals
- Retirees
Fees & Compensation
STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS charges fees based on a percentage of assets under management. This fee structure aligns with their commitment to providing personalized and unbiased advice to their clients.
Background
The team at STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS boasts decades of combined experience in the financial industry. They have a diverse background in areas such as investments, tax planning, estate planning, and more. This allows them to provide comprehensive and well-rounded advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, STEIGERWALD, GORDON & KOCH – WEALTH ADVISORS must adhere to certain disclosures and regulations. These include providing clients with a Form ADV, which outlines their services, fees, and any potential conflicts of interest. They also have a fiduciary duty to act in their clients’ best interests at all times.