How Does ZIEMER ELEVATED ASSETS Help Clients? – Key Takeaways:
ZIEMER ELEVATED ASSETS is a financial advisory firm that provides personalized and comprehensive financial planning and investment management services to individuals, families and businesses. Through a highly skilled team of advisors, ZIEMER ELEVATED ASSETS aims to help clients achieve their financial goals and secure a strong financial future.
Some key takeaways on how ZIEMER ELEVATED ASSETS helps clients include:
- Customized and tailored financial planning solutions to meet individual needs and objectives.
- Investment management strategies that align with clients’ risk tolerance and long-term goals.
- Expertise in various financial areas such as retirement planning, tax planning, estate planning, and more.
- Regular monitoring and adjustments to financial plans as clients’ life changes.
- Transparency and ethical practices in all interactions and transactions.
Facts and Insights:
ZIEMER ELEVATED ASSETS has been in business for over 15 years, serving clients across the country with a strong focus on customer satisfaction. With a team of over 100 advisors, ZIEMER ELEVATED ASSETS has managed over $1 billion in assets under management (AUM). This demonstrates the trust and confidence clients have in the firm’s expertise and guidance.
According to a survey conducted by Barron’s, ZIEMER ELEVATED ASSETS ranked among the top financial advisors in the country based on assets under management, revenue, and other factors. This recognition further solidifies the firm’s reputation as a trusted and reputable financial advisor.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $1 billion (as of December 2020) |
|---|---|
| Number of Advisors: | Over 100 |
| Time in Business: | Over 15 years |
Financial Services Offered:
ZIEMER ELEVATED ASSETS offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance and annuity solutions
Client Types:
ZIEMER ELEVATED ASSETS serves a diverse clientele, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
- Non-profit organizations
Fees & Compensation:
ZIEMER ELEVATED ASSETS operates on a fee-based compensation structure, which means that clients pay a percentage of their AUM as a management fee. This incentivizes the firm to help clients grow their investments as it directly ties the firm’s compensation to the performance of the client’s portfolio. This alignment of interests ensures that the firm is dedicated to providing the best possible financial advice and service.
In addition to the management fee, ZIEMER ELEVATED ASSETS may also receive compensation from third-party providers, such as mutual fund companies, for recommending certain products to clients. This compensation is fully disclosed and transparent, and does not affect the firm’s commitment to acting in the best interest of its clients.
Background:
ZIEMER ELEVATED ASSETS was founded by John Ziemer in 2005 with a vision to provide comprehensive financial planning and investment management services to individuals and families. With a strong commitment to client satisfaction and ethical practices, the firm has grown to become one of the most respected and recognized financial advisors in the country.
The team at ZIEMER ELEVATED ASSETS is composed of highly qualified and experienced advisors, who bring a wide range of expertise and knowledge to the table. This ensures that clients receive the most comprehensive and well-informed financial guidance.
Financial Advisor Disclosures to Know:
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