How does the advisor help clients – Key Takeaways:
Willner & Heller LLC is a professional financial advisory firm that specializes in providing expert financial guidance to individuals and businesses. They strive to understand the unique needs and goals of their clients and tailor their services to help them achieve financial success. Some key takeaways about their services include:
- They offer a wide range of financial services to meet the diverse needs of their clients.
- They work with individuals and businesses of all sizes and backgrounds.
- Their experienced team of advisors is dedicated to providing personalized and transparent financial advice.
- They prioritize long-term relationships with their clients and work together to create comprehensive and effective financial plans.
Facts and Insights:
In addition to their commitment to providing top-notch financial services, Willner & Heller LLC also stands as a reputable and respected firm in the industry. Here are some facts and insights about the company:
- Founded in 2005, Willner & Heller LLC has been in business for over 15 years.
- As of 2021, they manage over $500 million in assets under management.
- The firm is made up of a team of 10 highly qualified and experienced financial advisors.
- Their team has an average of over 20 years of experience in the financial industry.
- Willner & Heller LLC has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $300 million | 5 |
| 2010 | $400 million | 8 |
| 2015 | $500 million | 10 |
| 2020 | $600 million | 12 |
| 2021 | $500 million | 10 |
Financial Services Offered:
Willner & Heller LLC offers a comprehensive range of financial services to help their clients navigate the complexities of the financial world. Their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance and risk management
- Cash flow analysis
- Business succession planning
- And more
Client Types:
Willner & Heller LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- And more
Fees & Compensation:
The fees and compensation structure at Willner & Heller LLC is designed to be transparent and aligned with the best interests of their clients. They offer different fee options based on the services provided, and their fee schedule is available for clients to review and understand before making any commitments.
Willner & Heller LLC primarily charges a percentage of assets under management as their fee. This incentivizes them to help their clients grow their investments, as the firm’s compensation is directly tied to their clients’ success.
Background:
Willner & Heller LLC was founded with the mission to provide expert financial guidance and personalized services to help clients achieve their financial goals. The firm is led by two experienced partners, John Willner and Jane Heller, who have spent their careers in the financial services industry.
The team at Willner & Heller LLC places a high value on building long-term relationships with their clients, and they are committed to being transparent, objective, and responsive in their communication and services.
Financial Advisor Disclosures to Know:
As a reputable financial advisory firm, Willner & Heller LLC strives to maintain the highest ethical standards and transparency in their services. As such, they want their clients to be fully informed and aware of any potential conflicts of interest or past disciplinary actions. Some important disclosures to be