How does the advisor help clients – Key Takeaways:
VON BORSTEL & ASSOCIATES is a highly reputable financial company that provides expert financial services to clients. With a team of experienced advisors and a commitment to always putting their clients first, VON BORSTEL & ASSOCIATES offers top-notch financial services to individuals and businesses alike.
Facts and Insights:
VON BORSTEL & ASSOCIATES has been in business for over 20 years, establishing a strong track record of success and reliability. Their team currently manages over $500 million in assets and have a network of over 50 advisors across the country.
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | 20+ years |
Financial Services Offered:
VON BORSTEL & ASSOCIATES offers a wide range of financial services to meet the unique needs of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types:
VON BORSTEL & ASSOCIATES works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has different financial goals and needs, and their team is committed to creating customized solutions that fit those specific goals.
Fees & Compensation:
VON BORSTEL & ASSOCIATES operates on a fee-only compensation structure, where their advisors are compensated based on a percentage of assets under management. This ensures that their clients’ interests are always prioritized, as their advisors are not influenced by sales commissions.
Background:
VON BORSTEL & ASSOCIATES was founded by John von Borstel, an experienced and highly knowledgeable financial advisor with over 30 years of experience in the industry. Over the years, the company has grown to become a leading financial services provider, known for their exceptional client service and expertise.
Financial Advisor Disclosures to Know:
As a reputable financial company, VON BORSTEL & ASSOCIATES believes in transparency and honesty. They are proud to have a clean record with no disciplinary actions or legal proceedings against them. This reflects their commitment to always acting in the best interests of their clients.