About VOGEL CONSULTING, LLC
Vogel Consulting, LLC is a leading financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With over 20 years of experience in the financial industry, Vogel Consulting, LLC has established a strong reputation for its expert guidance and commitment to client satisfaction.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment strategies tailored to each client’s unique goals and risk tolerance.
- Utilizes a team-based approach and advanced technology to provide thorough and efficient financial solutions.
- Regularly communicates with clients to keep them informed and educated about their financial plans and investments.
Facts and Insights
Vogel Consulting, LLC is an independent registered investment advisor (RIA) firm. This means they have a fiduciary duty to act in the best interests of their clients at all times. They do not receive commissions or incentives for recommending certain investments, ensuring unbiased advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | Over 20 years |
Financial Services Offered
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Cash flow analysis
- Risk management
Client Types
- Individuals
- Families
- Small businesses
- Corporate executives
Fees & Compensation
Vogel Consulting, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of their clients, as they only make money when their clients’ investments grow. The fee percentage may vary depending on the size of the client’s portfolio and the services provided.
Background
Vogel Consulting, LLC was founded by John Vogel, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He is also a Certified Public Accountant (CPA) and holds a Master of Science in Taxation from Boston College. The firm’s team of advisors have various certifications and advanced degrees, bringing a diverse range of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
As an RIA firm, Vogel Consulting, LLC is required to disclose any potential conflicts of interest or past disciplinary actions. Their Form ADV, a publicly available document filed with the Securities and Exchange Commission (SEC), outlines any potential conflicts and any disciplinary history. This information can also be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website.