We feel proper organization is critical to a person’s long term investment success.
We focus on two factors in organizing a portfolio:
At Bischoff Wealth Management we place high importance on the cost associated with receiving advice. Brian started his career at Merrill Lynch in 1994. There for 13 years, he learned the inner workings of how wire house products and services worked and charged. In 2007 he then aligned with Wells Fargo Advisors Financial Network, and independent business model with moderate flexibility in pricing. In 2015 he established Bischoff Wealth Management, LLC for the ultimate flexibility in pricing competiveness. We believe low cost, high value fee structures are the best way to assist a client in achieving their financial goals and objectives.
Since 2007, when Brian embarked on a semi-independent business model, he has made his clients roughly 50,000,000 million dollars in net profit gains. The manner of how those gains were made is important because it demonstrates the theme of our model: simple tax minimizing strategies of index funds, IRAs and tax free vehicles such as municipal bonds and low cost 529 college savings accounts. We believe how and where you own certain asset classes is just as important as what you own. Keeping taxes low is a key value added measure we at Bischoff Wealth Management go to great length to maximize.
To see our entire process please click here to visit our Services Page!