How does the advisor help clients – Key Takeaways:
DEPRINCE, RACE & ZOLLO, INC. is a financial advisory firm that specializes in providing expert financial guidance to clients. With a team of knowledgeable and experienced professionals, the firm is able to offer a wide range of financial services tailored to each client’s specific needs. Here are some key takeaways about how the advisor helps clients:
- Provides personalized financial planning and investment management services to help clients achieve their financial goals.
- Uses a comprehensive approach to assess and analyze each client’s financial situation and create a customized plan.
- Offers ongoing support and monitoring to ensure that clients’ financial plans are on track and adjusted as needed.
- Utilizes cutting-edge technology and resources to provide clients with the most up-to-date information and strategies.
Facts and Insights
DEPRINCE, RACE & ZOLLO, INC. has been in business since 1995 and has established a strong reputation in the financial services industry. The firm is committed to providing superior service to clients and helping them achieve their financial goals. Here are some facts and insights about the firm:
- Over $18.2 billion in assets under management as of 2021.
- A team of over 30 experienced advisors dedicated to providing exceptional financial guidance.
- Provides services to both individual and institutional clients.
- Uses a research-driven approach to investment management, analyzing over 15,000 stocks daily.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $18.2 | 30+ | 26 years |
| 2020 | $16.3 | 30+ | 25 years |
| 2019 | $14.5 | 30+ | 24 years |
Financial Services Offered
DEPRINCE, RACE & ZOLLO, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Wealth transfer planning
- Insurance planning
Client Types
DEPRINCE, RACE & ZOLLO, INC. serves a diverse range of clients and is equipped to handle the unique needs of each individual or entity. The firm works with:
- Individuals and families
- High-net-worth individuals
- Businesses and corporations
- Pension funds
- Endowments
- Foundations
Fees & Compensation
DEPRINCE, RACE & ZOLLO, INC. operates on a fee-based model, meaning the firm charges a percentage of assets under management as its fee. This encourages the firm to perform well and aligns its interests with those of its clients. Fees may also be charged for certain financial planning or consulting services.
Background
DEPRINCE, RACE & ZOLLO, INC. was founded in 1995 by three financial experts with a vision to provide superior financial guidance and support to clients. Since its inception, the firm has grown and expanded its services while staying true to its core principles of integrity, knowledge, and excellence. Today, the firm continues to be a leader in the financial services industry, helping clients achieve their financial goals through innovative strategies and personalized support.
Financial Advisor Disclosures to Know
It is important for clients to be aware of certain disclosures when working with a financial advisor. These may include any conflicts of interest, disciplinary actions, or financial interests in recommended investments. DEPRINCE, RACE & ZOLLO, INC. is