How does the advisor help clients – Key Takeaways:
The Westerman Group, LLC is a highly reputable financial company that offers a wide range of services to help clients manage their finances. With their team of expert advisors, they are able to assist clients in achieving their financial goals and securing their future.
Facts and Insights
The Westerman Group, LLC has been in business for over 20 years, serving a diverse range of clients with their financial needs. Currently, they have over $500 million in assets under management and a team of 10 experienced advisors who are all committed to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
The Westerman Group, LLC offers a comprehensive range of financial services, including investment management, tax planning, retirement planning, estate planning, and insurance services. Their team of advisors works closely with clients to create personalized and strategic financial plans to meet their unique needs and goals.
Client Types
The Westerman Group, LLC works with individuals, families, and business owners, offering tailored solutions to their financial needs. They work with clients of all ages and stages in life, from young professionals just starting their careers to retirees looking to secure their financial future.
Fees & Compensation
The Westerman Group, LLC is a fee-based financial advisory firm, which means they charge a fee based on a percentage of assets under management or a flat fee for their services. This fee structure eliminates conflicts of interest and ensures that their advisors always act in the best interests of their clients.
Background
The Westerman Group, LLC was founded in 1999 by John Westerman, a highly experienced financial advisor with over 30 years of industry experience. Since its inception, the company has grown to become one of the most trusted and established financial firms in the industry.
Financial Advisor Disclosures to Know
The Westerman Group, LLC adheres to the highest standards of ethics and transparency in their operations. As a registered investment advisory firm, they are required to disclose any potential conflicts of interest, disciplinary actions, or legal disclosures. Their full list of disclosures can be found on their website or upon request.