PRIME BUCHHOLZ LLC – Your Trusted Financial Expert
PRIME BUCHHOLZ LLC is a premier financial advisory firm that has been serving clients for over 30 years. As a leading independent financial expert, they offer a wide range of services to help clients achieve their financial goals. Utilizing their expertise, knowledge, and personalized approach, PRIME BUCHHOLZ LLC has helped numerous individuals and organizations in managing their finances and making sound investment decisions.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers expert investment advice based on individual client needs and risk tolerance
- Assists in identifying and managing financial goals
- Regularly communicates with clients to keep them informed about their investments and financial strategies
- Provides ongoing portfolio management and periodic rebalancing
Facts and Insights
As of December 31, 2020, PRIME BUCHHOLZ LLC manages over $15 billion in assets and has a team of 45 experienced advisors. Their team has a combined experience of over 200 years in the financial industry, providing clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $15 billion (as of December 31, 2020) |
|---|---|
| Number of Advisors: | 45 |
| Time in Business: | Over 30 years |
Financial Services Offered
PRIME BUCHHOLZ LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis
Client Types
PRIME BUCHHOLZ LLC serves a variety of clients, including:
- Individuals
- High-net-worth individuals
- Family offices
- Endowments and foundations
- Institutions
Fees & Compensation
PRIME BUCHHOLZ LLC charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the advisor with those of the clients, as the advisor’s compensation is tied to the performance of the client’s portfolio. Their fee structure is transparent and fully disclosed to clients.
Background
PRIME BUCHHOLZ LLC was founded in 1988 and has since become one of the leading independent financial advisory firms in the country. Their team consists of highly experienced advisors, with diverse backgrounds and areas of expertise, ensuring that clients receive the best possible advice and service.
Financial Advisor Disclosures to Know
PRIME BUCHHOLZ LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). This ensures that all their financial advisors adhere to strict industry standards and regulations to protect the interests of their clients.
In conclusion, PRIME BUCHHOLZ LLC is a trusted financial expert that provides comprehensive services to help clients achieve their financial goals. With their experienced advisors, transparent fee structure, and commitment to client satisfaction, they continue to be a top choice for individuals and organizations seeking expert financial advice.