tag
How does the advisor help clients – Key Takeaways:
Anthony Petsis & Associates Inc. offers a range of financial services to help clients manage their wealth and plan for their financial goals. With a team of experienced advisors and a wealth of resources at their disposal, the firm is dedicated to providing personalized and comprehensive financial planning to individuals, families, and businesses.
The key takeaways when working with Anthony Petsis & Associates Inc. include:
- Expert financial advice from a team of experienced advisors
- Comprehensive financial planning services tailored to each client’s unique needs and goals
- A collaborative approach, working closely with clients to understand their financial goals and priorities
- Access to a range of resources and strategies to help clients make informed financial decisions
- A commitment to transparency and honesty in all client interactions
Facts and Insights
Founded in 2005, Anthony Petsis & Associates Inc. has over 15 years of experience providing financial advisory services. The firm has built a strong reputation for its comprehensive and personalized approach to financial planning, helping clients achieve their financial goals and secure their financial future.
The firm is based in New York and serves clients across the United States, offering a wide range of services to individuals, families, and businesses. With a team of experienced advisors and a commitment to staying updated on the latest financial trends and strategies, Anthony Petsis & Associates Inc. is well-equipped to help clients navigate the complex world of finance and make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 6 | 15 years |
Financial Services Offered
Anthony Petsis & Associates Inc. offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Through a personalized and comprehensive approach, the firm helps clients create and implement financial plans that align with their unique needs and goals.
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
Anthony Petsis & Associates Inc. recognizes that each client has their own financial goals and priorities, and tailors their services to meet the specific needs of each client.
Fees & Compensation
The firm’s fees are based on the assets under management, with fees ranging from 1.0% to 1.5%. Clients are only charged a fee for the services they receive, ensuring transparency and avoiding any potential conflicts of interest.
Anthony Petsis & Associates Inc. is dedicated to providing value to its clients and strives to offer competitive fees for the high-quality services it provides.
Background
Anthony Petsis, the founder and principal of Anthony Petsis & Associates Inc., has over 20 years of experience in the financial services industry. He holds a Bachelor’s degree in Financial Planning and a Master’s degree in Finance, and has obtained various professional certifications, including the Certified Financial Planner (CFP) designation.
Under Anthony’s leadership, the firm has grown to become