How does the advisor help clients – Key Takeaways:
As a financial expert, WERKLUND FAMILY OFFICE INC. provides a wide range of financial services to help clients achieve their long-term financial goals. Their team of experienced advisors focuses on providing personalized and comprehensive solutions based on the unique needs and objectives of each client.
Facts and Insights
WERKLUND FAMILY OFFICE INC. is a privately-owned family office founded in 1993 with a strong legacy in the financial industry. According to publicly available data, the company manages over $1 billion in assets under management and has a team of 5 advisors. With over 25 years in business, WERKLUND FAMILY OFFICE INC. has a proven track record of providing top-notch financial guidance to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 5 | 25 years |
Financial Services Offered
WERKLUND FAMILY OFFICE INC. offers a comprehensive range of financial services, including investment management, financial planning, tax planning, estate planning, and risk management. Their team of advisors works closely with clients to develop customized strategies and solutions that align with their financial goals and risk tolerance.
Client Types
WERKLUND FAMILY OFFICE INC. serves a diverse clientele, including high-net-worth individuals, families, and small business owners. They also work with clients from a wide range of industries, including healthcare, technology, and real estate.
Fees & Compensation
WERKLUND FAMILY OFFICE INC. operates on a fee-based compensation model, where their fees are based on a percentage of the client’s assets under management. This aligns their interests with that of their clients, as they only earn more when the client’s portfolio grows in value.
Background
The founder of WERKLUND FAMILY OFFICE INC., David Werklund, has over 40 years of experience in the financial industry and is a well-respected figure in the industry. Under his leadership, the company has grown to become one of the most reputable family offices in the country, known for its personalized and holistic approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, WERKLUND FAMILY OFFICE INC. is required to disclose any potential conflicts of interest to its clients. They also have a fiduciary duty to act in the best interests of their clients at all times, providing full transparency on their fees and any potential risks associated with their recommended strategies.