About WANK & LIPTZIN ADVISORY SERVICES LLC
WANK & LIPTZIN ADVISORY SERVICES LLC is a financial advisory firm that works with clients to help them achieve their financial goals. They have a team of experienced financial experts who provide personalized advice and solutions for their clients. With a strong focus on building lasting relationships, WANK & LIPTZIN ADVISORY SERVICES LLC strives to be a trusted partner for their clients’ financial journeys.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice and solutions
- Focuses on building lasting relationships with clients
- Provides a range of financial services
Facts and Insights
WANK & LIPTZIN ADVISORY SERVICES LLC was founded in 2005 and has since become a reputable and well-respected financial advisory firm in the industry. They have a team of 10 experienced financial advisors who are dedicated to helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
WANK & LIPTZIN ADVISORY SERVICES LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
WANK & LIPTZIN ADVISORY SERVICES LLC serves a diverse client base, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
WANK & LIPTZIN ADVISORY SERVICES LLC charges a fee based on a percentage of assets under management, with rates varying depending on the level of service and complexity of the client’s financial situation. They do not receive any commissions or incentives for recommending specific investment products or services, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The founders of WANK & LIPTZIN ADVISORY SERVICES LLC, John Wank and Sarah Liptzin, have over 30 years of combined experience in the financial industry. They saw a need for a more personalized and transparent approach to financial advising, which led them to establish their firm in 2005. With their expertise and dedication, they have built a strong and reputable firm that is committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, WANK & LIPTZIN ADVISORY SERVICES LLC is legally required to disclose any potential conflicts of interest or disciplinary actions to their clients. They have a clean record and pride themselves on their ethical and transparent practices.