How does the advisor help clients – Key Takeaways:
At DEAN PETERSON CAPITAL MANAGEMENT, LLC, clients can expect expert financial guidance and personalized solutions tailored to their unique needs and goals. The firm prides itself on its team of experienced advisors who are committed to providing top-notch service to their clients.
Facts and Insights
Here are some key facts and insights about DEAN PETERSON CAPITAL MANAGEMENT, LLC:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
DEAN PETERSON CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
Client Types
DEAN PETERSON CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Institutions
Fees & Compensation
DEAN PETERSON CAPITAL MANAGEMENT, LLC strives to be transparent and fair with their fee and compensation structure. The firm charges a percentage of assets under management, and their fees are based on a tiered schedule that decreases as assets increase. Clients can also expect additional fees for certain services, such as financial planning.
Background
DEAN PETERSON CAPITAL MANAGEMENT, LLC was founded by Dean Peterson, who has over 30 years of experience in the financial industry. With a team of skilled advisors, the firm has grown to manage millions of dollars in assets and has earned a reputation for delivering exceptional service and results for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, DEAN PETERSON CAPITAL MANAGEMENT, LLC is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. Additionally, the firm has a clean disciplinary record and has not faced any legal or regulatory actions in the last 10 years.
In summary, DEAN PETERSON CAPITAL MANAGEMENT, LLC combines expert financial guidance, personalized solutions, and a commitment to transparency and integrity to help clients achieve their financial goals. With their experienced team and comprehensive range of services, clients can trust that they are in good hands with DEAN PETERSON CAPITAL MANAGEMENT, LLC.
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