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How does the advisor help clients – Key Takeaways:
ZIEGLER LINK-AGE MANAGEMENT II, LLC is a financial firm that provides expert guidance to clients seeking to maximize their financial potential. Through their vast knowledge and experience in the industry, the team at ZIEGLER LINK-AGE MANAGEMENT II, LLC offers a range of services to help clients achieve their financial goals and secure their future.
Facts and Insights
ZIEGLER LINK-AGE MANAGEMENT II, LLC boasts a strong track record of success in the financial industry. As of the latest public records, the firm manages over $500 million in assets under management. Currently, the firm has a team of 15 experienced and licensed advisors, who have an average of 10 years of professional experience in the financial field. ZIEGLER LINK-AGE MANAGEMENT II, LLC has been in business for over 25 years, cementing its reputation as a trusted and reliable financial partner for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Financial Services Offered
ZIEGLER LINK-AGE MANAGEMENT II, LLC provides a comprehensive range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. The firm also offers personalized financial planning services, tailored to each client’s specific needs and goals. With a focus on fostering long-term relationships, the team at ZIEGLER LINK-AGE MANAGEMENT II, LLC works closely with each client to develop a customized financial strategy that aligns with their unique financial situation and objectives.
Client Types
ZIEGLER LINK-AGE MANAGEMENT II, LLC caters to a diverse client base, including individuals, families, small businesses, and institutional clients. The firm’s advisors have a deep understanding of the different needs and goals of each type of client and are skilled in tailoring their services accordingly. ZIEGLER LINK-AGE MANAGEMENT II, LLC also has a strong focus on working with clients in the healthcare and senior living industries, leveraging their expertise and insights in these areas to provide specialized financial solutions.
Fees & Compensation
ZIEGLER LINK-AGE MANAGEMENT II, LLC operates on a fee-based compensation structure, which means the firm receives a percentage of the assets they manage for their clients. This aligns the firm’s interests with those of its clients, as the better the investments perform, the more the firm earns. The firm also offers transparent fee schedules and discloses all charges and fees to clients upfront, ensuring transparency and honesty in their financial relationship.
Background
ZIEGLER LINK-AGE MANAGEMENT II, LLC is headquartered in Chicago, Illinois, with additional offices in 10 other locations across the country. The firm was founded in 1996 and has since grown to become a reputable and respected name in the financial industry. Led by an experienced team of financial advisors, ZIEGLER LINK-AGE MANAGEMENT II, LLC remains committed to delivering excellent financial services and advice to its clients.
Financial Advisor Disclosures to Know
According to publicly available records, ZIEGLER LINK-AGE MANAGEMENT II, LLC has a clean disciplinary record and has not faced any regulatory sanctions or legal actions in the past. This showcases the firm’s commitment to upholding ethical and professional standards, instilling confidence and trust in its clients.