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How does the advisor help clients – Key Takeaways:
- Acting as a trusted financial expert.
- Providing professional financial advice to clients.
- Offering a wide range of financial services.
- Catering to various types of clients.
- Disclosing all necessary information to clients.
Facts and Insights
VAN STRUM & TOWNE INC. is a leading financial advisory firm that has been in business for over a decade. Their team of experienced advisors provides personalized financial guidance to clients, helping them achieve their financial goals and secure a stable future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 27 |
| Time in Business | 11 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
- Education planning
Client Types
- Individuals
- High net worth individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
VAN STRUM & TOWNE INC. operates on a fee-based compensation model, which means they charge a percentage of the client’s assets under management as their fee. This ensures that the advisor’s interests are aligned with the client’s, as they only make money when the client’s assets grow.
Background
VAN STRUM & TOWNE INC. was founded by two financial experts, John Van Strum and Sarah Towne, with a vision to provide exceptional financial advice and services to clients. They have built a team of experienced and knowledgeable advisors who share their passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, VAN STRUM & TOWNE INC. is required to disclose any potential conflicts of interest or any disciplinary actions taken against them. It is important for clients to be aware of these disclosures and to have an open and honest conversation with their advisor about them.