Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Elise Bednarz is a Certified Financial Planner and has been in the financial services industry since July 2014. She is registered with the state of Texas and currently works at Evensky & Katz/foldes Wealth Management, a firm with offices in Coral Gables, Florida and Lubbock, Texas. The firm manages over $2.8 billion in assets and specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
08/19/2014 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
Active
Inactive
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