How does the advisor help clients – Key Takeaways:
DEPRINCE, RACE & ZOLLO, INC. is a highly reputable financial firm that provides expert financial advice to its clients. With decades of experience, the team at DEPRINCE, RACE & ZOLLO, INC. is well-equipped to assist clients in achieving their financial goals. Their services go beyond just managing investments, as they offer a wide range of financial solutions tailored to fit the specific needs of each client.
Facts and Insights
As of December 31, 2020, DEPRINCE, RACE & ZOLLO, INC. had $11.96 billion in assets under management. The firm currently has 24 advisors and has been in business for over 30 years, with a founding date of 1988. These numbers showcase the firm’s expertise and longevity in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| As of Dec. 31, 2020 | Values |
|---|---|
| Assets Under Management | $11.96 billion |
| Number of Advisors | 24 |
| Time in Business | 30+ years |
Financial Services Offered
DEPRINCE, RACE & ZOLLO, INC. offers a variety of financial services to its clients. These include investment management, retirement planning, wealth planning, tax planning, and estate planning. They have a team of dedicated professionals who are well-versed in these areas and can provide personalized solutions for each client’s unique financial situation.
Client Types
DEPRINCE, RACE & ZOLLO, INC. serves a diverse range of clients, including individuals, families, corporations, endowments, foundations, and institutions. The firm caters to clients from various backgrounds and financial situations, making their services accessible to anyone seeking financial guidance.
Fees & Compensation
The fees and compensation structure at DEPRINCE, RACE & ZOLLO, INC. is based on a percentage of assets under management. This aligns the firm’s interests with the clients’ goals, as they only earn more when the clients’ portfolios perform well. The firm has a fiduciary duty to act in the best interests of their clients and ensure transparency in all fees and compensation charged.
Background
The team at DEPRINCE, RACE & ZOLLO, INC. is made up of highly educated and experienced professionals. The firm’s founding partners, Ralph DePrince Jr. and Jerry Race, both hold advanced degrees in finance and have decades of experience in the financial industry. This expertise has been passed down to the next generation of advisors at the firm, ensuring continuity and consistency in the quality of services provided.
Financial Advisor Disclosures to Know
DEPRINCE, RACE & ZOLLO, INC. has a clean record with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm and its advisors do not have any legal or disciplinary actions on their record that investors should be aware of. This is a testament to the firm’s commitment to upholding ethical standards and providing top-notch financial services to its clients.