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How does the advisor help clients – Key Takeaways:
Wegner Asset Management, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to individual and institutional clients. With years of experience in the industry, the team at Wegner Asset Management is well-equipped to help clients navigate the complexities of their financial journey and achieve their long-term goals.
Here are some key takeaways highlighting the ways in which Wegner Asset Management helps its clients:
- Provides personalized financial planning and investment management services tailored to the individual needs and goals of each client.
- Utilizes a holistic approach to wealth management, taking into account all aspects of a client’s financial situation to create a comprehensive, customized plan.
- Strives to educate clients on important financial concepts and strategies to empower them to make informed decisions about their finances.
- Offers ongoing support and guidance to help clients stay on track and adjust their plan as needed.
Facts and Insights:
Here are some facts and insights about Wegner Asset Management to give a better understanding of the firm:
- Founded in 2005 by John Wegner, Wegner Asset Management, LLC is based in New York City and serves clients nationwide.
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
- As of 2021, Wegner Asset Management has over $500 million in assets under management, with a team of 15 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered:
Wegner Asset Management offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning and risk management
Client Types:
Wegner Asset Management serves a diverse range of clients, including individuals, families, and institutions, such as corporations, non-profit organizations, and foundations. The firm’s services are designed to meet the unique needs of each client, regardless of their financial situation, goals, or complexity.
Fees & Compensation:
Wegner Asset Management’s fee structure is based on a percentage of assets under management, with fees ranging from 1.0% to 2.0%, depending on the total size of the client’s portfolio. The firm also offers hourly financial planning services at a rate of $250 per hour. All fees are fully disclosed and agreed upon with the client before any services are provided.
Background:
John Wegner, founder of Wegner Asset Management, has over 25 years of experience in the financial industry. Before starting his own advisory firm, he held various senior positions at top financial institutions, where he honed his expertise in portfolio management, investment analysis, and risk management. Today, he leads a team of seasoned financial advisors dedicated to helping clients achieve their financial goals with excellence and integrity.
Financial Advisor Disclosures to Know:
Wegner Asset Management, LLC is committed to transparency and ethical practices. As such, they provide clients with all the necessary disclosures and information to make informed decisions. Some important disclosures to keep in mind include:
- The firm has no legal or disciplinary actions on its record.
- All financial advisors at Wegner Asset Management are registered with the SEC and maintain the required licenses and qualifications to provide financial advice.
- The firm may have potential conflicts of interest due to the use of affiliated companies or third-party providers for certain services. However, they are committed to putting the best interests of the clients first and managing any potential conflicts with integrity and transparency.