How does the advisor help clients – Key Takeaways:
VAN STRUM & TOWNE INC. serves as a financial advisor for clients seeking expert guidance and management of their assets. They offer a variety of financial services tailored to clients’ specific needs and goals. With a team of experienced professionals, VAN STRUM & TOWNE INC. helps clients build, protect, and grow their wealth for the long term.
Facts and Insights
VAN STRUM & TOWNE INC. has been in the financial services industry for over 25 years, providing expert advice and support to clients. They have consistently helped clients achieve their financial goals and have earned a solid reputation as a reliable and trustworthy advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10+ | 25+ years |
*All assets under management are publicly available on their most recent ADV filling.
Financial Services Offered
- Financial planning and advice
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
VAN STRUM & TOWNE INC. offers their services to a diverse range of clients including individuals, families, and small businesses. They believe everyone deserves access to reliable and personalized financial advice, regardless of their income or net worth.
Fees & Compensation
VAN STRUM & TOWNE INC. operates on a fee-based compensation model, meaning they charge a fee based on a percentage of assets under management. This model aligns their interests with their clients’ and ensures they are working towards the same goals. Clients can also expect transparent and upfront communication about all fees and expenses.
Background
VAN STRUM & TOWNE INC. was founded on the principles of integrity, trust, and expertise. Their team of financial advisors has a wealth of experience and knowledge in the industry, allowing them to provide exceptional service to their clients. They are committed to ongoing education and staying up-to-date on the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know
As a registered investment advisor, VAN STRUM & TOWNE INC. is held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests at all times. They have no outside affiliations or ties to any financial products, ensuring they are always making recommendations based on what is best for their clients.