Jonathan
Henkels
,
CFP(R), GFP (USA) Fellow
Firm Details
We serve cross-border individual families all around the world. We are fee-based, primarily collecting fees through assets under management but also provide hourly and project-based planning for a flat fee as well.
Countries of Expertise
United States, Germany, France, Luxembourg
Biography
As a dual citizen of Luxembourg and the United States, I have always been globally minded even in my first career as a social studies teacher. Since transition to the financial advisory world in 2018, I have come to love planning for global clients in particular. We tend to have a lot in common in how we view the world, and there is a special need for expertise to ensure they are getting the most from their money. It is my pleasure to be a resource for everyone that I have the opportunity to speak with.
Specialties
Inbound/Outbound Planning,Wealth Management,Financial Planning,Tax Planning,Global Investment Planning,Retirement Planning,Risk Management
Billing Types
Percentage of AUM,Project-Based,Hourly
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