COMPANION PORTFOLIO MANAGEMENT
How does the advisor help clients – Key Takeaways:
- Offers personalized portfolio management solutions
- Follows a disciplined investment strategy
- Provides comprehensive financial planning services
- Stays up-to-date with market trends and changes
Facts and Insights
COMPANION PORTFOLIO MANAGEMENT is a trusted financial advisory firm that specializes in providing personalized portfolio management services to clients. With a team of experienced advisors, the firm is committed to guiding individuals and families towards their financial goals.
They understand that each client has unique financial needs and hence, they offer tailored services that are designed to suit their specific requirements. The firm focuses on building long-term relationships with their clients and providing them with reliable and sound advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
COMPANION PORTFOLIO MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- College Planning
- Tax Planning
- Insurance Services
Client Types
COMPANION PORTFOLIO MANAGEMENT caters to a diverse group of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
Fees & Compensation
The firm follows a fee-only compensation structure, which means that they do not earn commissions or receive any form of compensation from the sale of financial products. Instead, they charge a percentage of the assets under management as their fees, ensuring that their interests are aligned with that of their clients. This also eliminates any potential conflicts of interest and ensures transparency in their services.
Background
The firm was founded in 2009 by a team of financial experts who wanted to make a positive impact on their clients’ financial lives. With over 12 years of experience in the industry, COMPANION PORTFOLIO MANAGEMENT has built a strong reputation for its expertise, integrity, and commitment to their clients.
Financial Advisor Disclosures to Know
COMPANION PORTFOLIO MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in their clients’ best interests and must disclose any potential conflicts of interest or disciplinary actions.
In addition, the firm’s advisors are all highly qualified and hold relevant licenses and certifications, including the Series 65 license and the Certified Financial Planner (CFP) designation.