You need a financial advisor who puts your needs first. That means giving you objective information based on solid research, ethical practices and recommendations based on your specific goals. You have found that here at Geisbauer Wealth Management, an LPL financial advisor.
No matter what phase of life you are in now or what you want to achieve - comfortable retirement income, buying your first house or college education planning - you should be able to count on a financial advisor to put you and keep you on track. Our wealth management team puts your interests front and center.
Transparent Flat Fees and No Commission
Many brokers work on commission from companies that want to sell investment products, so they might "push" the sale of certain products - ones that may or may not be in your best interest. We don't work that way. We are completely independent and objective. We collect information, evaluate investments on their own merits, and make the best decision for each client. These decisions are based on the needs, time horizon and risk tolerance of each individual.
We charge a flat fee that is based on the size of your account, not the same annual management fee for each and every customer as some financial advisors do. And the more you invest and the greater your account value grows, the lower the rate will be. In the long run, this could save you money. You have worked hard for what you have; we want you to keep more of it and grow it to the fullest extent.
A Financial Advisor with Expert Support
We are an LPL financial advisor. That means we utilize the many resources of LPL Financial, the largest independent broker-dealer in the industry*. It is a portal to many well-known institutional investments available, including some that may not be available through other brokers. These investments are some of the same vehicles used by large institutional investors and are carefully evaluated for performance.
If you want to look at passive investments such as bonds, we can help you make informed decisions.
As a wealth advisor, we have access to cutting-edge tools such as computer models, market intelligence and highly detailed reports. Because we don't earn a commission for selling anything, we can offer portfolio management that is objective.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
A diversified portfolio is more often than not a strong portfolio. When you spread your investments across various classes of assets, you help protect yourself against the effects of negative market volatility. This form of risk management is a pillar of our investment approach. While the nature of the market prohibits guaranteed returns or outcomes, diversification offers an optimal mix that may help you reach your individual goals.
Your wealth management approach may include - but is not limited to - stocks, bonds, active managers, alternative investment vehicles, variable annuities, cash equivalents, conservative option strategies or a combination. As an LPL financial advisor, we include options aimed at achieving steady, competitive rates of return.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Continuous Rebalancing and Management
Because both the market and your life are subject to change, your asset management should always reflect your portfolio's long-term objectives. Once we build and implement your portfolio, we continually test and monitor it. Every client's model is looked at daily to pinpoint rebalancing opportunities. This way, we can help manage your performance and your risks.
As an LPL financial advisor who puts our clients first, we are always available to answer your questions by telephone. In addition, you will get easy-to-read statements every month, and you will always have access to your account on our secure website. We aim to offer you complete satisfaction and confidence in your decision to work with us as your LPL financial planner.
You should expect your asset management team to work hard for you, to hold its fiduciary responsibility sacrosanct, and make recommendations in your best interests. As an LPL financial advisor, we promise to uphold our commitment to your wealth planning aims.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AZ, CA, FL, ID, IL, NJ, NY, UT