How does the advisor help clients – Key Takeaways:
WAHRENBROCK CAPITAL MANAGEMENT is a highly reputable financial management firm that prides itself on providing comprehensive services to its clients. Their team of financial experts are dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
As of September 2021, WAHRENBROCK CAPITAL MANAGEMENT has over $1 billion in assets under management and a team of 12 experienced financial advisors. The firm has been in business for over 20 years, providing trusted financial guidance to clients of all backgrounds and financial situations.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 12 | 20+ years |
Financial Services Offered
The team at WAHRENBROCK CAPITAL MANAGEMENT provides a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. They also offer personalized financial plans tailored to each client’s specific needs and goals.
Client Types
WAHRENBROCK CAPITAL MANAGEMENT caters to a diverse range of clients, including individuals, families, and small businesses. They have the expertise to guide clients of all ages and financial backgrounds, from young professionals just starting their careers to retirees looking to preserve their wealth.
Fees & Compensation
WAHRENBROCK CAPITAL MANAGEMENT operates on a fee-based compensation model, meaning they charge a percentage of assets under management rather than earning commissions on specific products or investments. This aligns their interests with their clients, as the firm’s success is tied to the success of the client’s portfolio.
Background
WAHRENBROCK CAPITAL MANAGEMENT was founded in 1999 by John Wahrenbrock, an experienced financial advisor with over 30 years of experience in the industry. The firm is based in San Diego, California, and has a team of dedicated financial advisors and support staff who are committed to providing top-notch services to their clients.
Financial Advisor Disclosures to Know
It is important to note that WAHRENBROCK CAPITAL MANAGEMENT has a clean record with the Securities and Exchange Commission (SEC) and has not faced any disciplinary action or sanctions. This demonstrates their commitment to operating ethically and in the best interests of their clients.
In conclusion, WAHRENBROCK CAPITAL MANAGEMENT is a highly reputable and reliable financial management firm that offers a wide range of services to clients of all backgrounds. With over 20 years of experience and a team of dedicated financial experts, clients can trust that their financial goals and futures are in good hands.