About TANNHAUSER FINANCIAL LLC
TANNHAUSER FINANCIAL LLC is a financial advisory firm that provides expert financial services to help clients reach their financial goals. With a team of experienced advisors and a proven track record of success, TANNHAUSER FINANCIAL LLC is a trusted name in the financial industry.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services
- Provides expert advice and guidance for investment decisions
- Strives to build long-term relationships with clients
- Constantly monitors and adjusts client portfolios to align with their financial goals and risk tolerance
Facts and Insights
According to publicly available data, TANNHAUSER FINANCIAL LLC has $500 million in assets under management, a team of 10 advisors, and has been in business for 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
TANNHAUSER FINANCIAL LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
TANNHAUSER FINANCIAL LLC works with a diverse group of clients, including individuals, families, business owners, and retirees. They also cater to clients with different levels of wealth, from high net worth individuals to those just starting to build their assets.
Fees & Compensation
TANNHAUSER FINANCIAL LLC charges a fee based on a percentage of assets under management, with an average of 1% per year. They may also charge hourly or flat fees for certain financial planning services. The firm operates on a fiduciary standard, meaning they are legally bound to act in the best interests of their clients and do not earn commissions from investment products.
Background
TANNHAUSER FINANCIAL LLC was founded in 2005 by financial expert John Tannhauser. With over 20 years of experience in the financial industry, Mr. Tannhauser leads a team of highly qualified advisors who are committed to providing top-notch financial services to clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest and to understand the fees and commissions charged by their financial advisor. TANNHAUSER FINANCIAL LLC has a clean record and has not faced any disciplinary or regulatory actions.