As an independent fee-based investment advisor, we are one of the few institutions in Germany that is subject to the statutory ban on accepting commissions by license.
Why do we do this - we work exclusively in the interest of our clients:
We are... convinced that by doing so we document that we want to avoid any conflict of interest in the cooperation with our clients.
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state-licensed fee-based investment advisor
With a lot of expertise and great attention to detail, Philipp both analyzed and explained the existing contracts to me and showed me what options I had to optimize my pension situation accordingly. In retrospect, I should have taken advantage of the offer much earlier.
Mr. Rudolph has explained many complicated issues to me simply and very well. With his help and advice, I feel confident that I will achieve my financial goals. He always conveys his expertise with great patience and pleasure. He was very accommodating when it came to making appointments, which is not a matter of course.
I am very happy that I can continue to work with Mr. Rudolph.
I was looking for a second opinion on a contract that I had hastily concluded. I was not only shown in an understandable way that not all alternatives had been disclosed to me beforehand, but also those very alternatives were presented in such a way that I can consult further (independently) in this regard. Ultimately, the advice has led me to participate in his webinars in the future, so that I can work more independently in the future.
Won 2-opinion advice on existing contracts as part of a seminar, yet he took plenty of time to talk in depth and answer any questions. Despite reading in, I could only develop a gut feeling about my products, as they are opaque to borrowers. Costs and quality are now clear to me. My gut feeling could be backed up with facts on cost vs performance. Thanks for this.
I had asked Mr. Rudolph for a second opinion regarding an expert opinion for a private pension insurance. Mr. Rudolph took a lot of time and was able to explain everything to me very clearly. I look forward to further consultation. by Hern Rudolph.
Mr. Rudolph advised me on an existing Riester contract. This consultation was very detailed, with projections up to retirement, so that a very clear picture emerged. At the beginning of the consultation, a flat fee was agreed upon and after clarifying all my questions, we were actually well over the time previously scheduled. Therefore, I rate the price-performance ratio as very good and would like to thank you for the detailed and understandable consultation.
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Profile active since 14/08/2018 | Last update: 01/12/2023
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