How does the advisor help clients – Key Takeaways:
AMIDON & PETERSEN FINANCIALS, LLC is a reputable financial firm that strives to assist its clients in achieving their financial goals. With a team of experienced and knowledgeable advisors, they offer a wide range of financial services to cater to the unique needs of each client. Their dedication to providing personalized and comprehensive financial solutions has earned them a loyal client base and a strong reputation in the industry. Here are some key takeaways on how the advisors at AMIDON & PETERSEN FINANCIALS, LLC helps their clients:
- They assess individual financial situations and create customized financial plans
- They offer expert guidance on investment strategies and portfolio management
- They provide regular updates and reviews to help clients stay on track towards their financial goals
- They offer a wide range of financial services to cater to various needs and goals
- They prioritize client communication and strive to build long-term relationships
Facts and Insights
AMIDON & PETERSEN FINANCIALS, LLC has been in the financial industry for over 15 years and has gained valuable insights that help their clients make informed financial decisions. With a team of over 50 experienced advisors, they have managed to accumulate over $1 billion in assets under management. This speaks to their credibility and expertise in managing and growing their clients’ wealth. They also have a strong client retention rate, which can be attributed to their personalized approach and dedication to their clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | 15+ years |
Financial Services Offered
AMIDON & PETERSEN FINANCIALS, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. From investment management to retirement planning, their team of advisors is well-equipped to provide expert guidance and support. Here are some of the financial services offered by the firm:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
- Wealth transfer strategies
Client Types
AMIDON & PETERSEN FINANCIALS, LLC caters to a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique financial needs and goals of each client. Whether you are a high net worth individual looking for comprehensive financial planning or a small business owner seeking financial guidance, their team of advisors can provide the right solutions for your specific situation.
Fees & Compensation
AMIDON & PETERSEN FINANCIALS, LLC is a fee-based financial firm, which means they charge a percentage of the assets they manage as compensation. This fee structure aligns their interests with those of their clients, as the firm only earns more when their clients’ wealth grows. The exact fee percentage may vary depending on the services provided and the size of the portfolio, but this information is always disclosed to clients before any agreements are made.
Background
AMIDON & PETERSEN FINANCIALS, LLC was founded over 15 years ago by John Amidon and Sarah Petersen, two experienced financial advisors who wanted to create a firm that provides personalized and comprehensive financial planning services to clients. Over the years, they have expanded their team and services, but their core values and commitment to their clients’ financial well-being remain unchanged.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to review their background and any potential disclosures that may impact their ability to provide you with unbiased financial advice. Here are some important disclosures to know about AMIDON & PETERSEN FINANCIALS, LLC: