How does the advisor help clients – Key Takeaways:
Thieman Investment & Retirement Services, LLC is committed to helping clients achieve their financial goals through personalized and comprehensive services.
- They provide a wide range of financial services, including retirement planning, investment management, and estate planning.
- Their team of experienced advisors offers tailored solutions, taking into account each client’s unique financial situation and goals.
- The firm takes a long-term approach and focuses on building strong relationships with clients to ensure their financial success for years to come.
- Thieman Investment & Retirement Services, LLC prides itself on its transparent and client-centric approach, putting their clients’ interests above all else.
- The firm values education and strives to keep clients informed and empowered to make sound financial decisions.
Facts and Insights
Thieman Investment & Retirement Services, LLC was founded in 2005 and is headquartered in New York City. The firm has grown to manage over $500 million in assets under management and has a team of 10 advisors serving a diverse range of clients.
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
Thieman Investment & Retirement Services, LLC offers a comprehensive range of financial services to meet the unique needs of their clients. These include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
The firm also offers customized financial solutions for businesses, such as business succession planning and employee benefits consulting.
Client Types
Thieman Investment & Retirement Services, LLC serves a diverse range of clients, including individuals, families, and businesses. Their services are tailored to the specific needs of each client, regardless of their financial situation or stage in life.
Fees & Compensation
Thieman Investment & Retirement Services, LLC is a fee-only firm, meaning they do not earn commissions or fees from third-party providers. Instead, they charge a percentage of assets under management, which incentivizes them to focus on growing their clients’ portfolios.
Background
The founder of Thieman Investment & Retirement Services, LLC, John Thieman, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA), showcasing his expertise and dedication to providing high-quality financial advice to his clients.
Financial Advisor Disclosures to Know
Thieman Investment & Retirement Services, LLC has a clean record and no disclosures on their Form ADV, as filed with the Securities and Exchange Commission (SEC). This demonstrates the firm’s commitment to transparency and ethical business practices.