How does the advisor help clients – Key Takeaways:
Euro Pacific Asset Management, LLC is a financial advisory firm founded by renowned financial expert Peter Schiff. The firm is committed to helping individuals and institutions achieve their financial goals through personalized investment strategies and sound financial advice. The following are some key takeaways on how the advisor helps clients:
- Provides personalized investment strategies to meet individual and institutional needs
- Offers sound financial advice backed by years of experience and expertise
- Utilizes a global approach to investing, with a focus on international markets
- Empowers clients with knowledge and education on financial matters
Facts and Insights
Euro Pacific Asset Management, LLC has been in business for over 20 years, providing clients with expert financial advice and guidance. The following table provides details on the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $400 million (as of 2020) | 5 | 20+ years |
Financial Services Offered
Euro Pacific Asset Management, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Portfolio management
- Wealth management
- Retirement planning
- Income planning
- Tax planning
- Estate planning
Client Types
Euro Pacific Asset Management, LLC serves a diverse range of clients, including individuals, high net-worth individuals, and institutions such as pensions and endowments. The firm’s personalized approach ensures that each client’s unique financial needs and goals are met with tailored solutions and strategies.
Fees & Compensation
Euro Pacific Asset Management, LLC charges a fee based on a percentage of assets under management. The fee is determined by the type and complexity of the services provided. The firm’s fee structure is transparent and discussed upfront with clients. No additional commissions or hidden fees are charged.
Background
Euro Pacific Asset Management, LLC is founded by Peter Schiff, a well-known financial expert and author. With over 30 years of experience in the financial industry, Mr. Schiff is a trusted source of financial advice and knowledge. He has appeared on numerous financial television shows and is a regular guest on major financial news networks.
Financial Advisor Disclosures to Know
It is important to note that Euro Pacific Asset Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to comply with all of the SEC’s regulations, including providing clients with all relevant disclosures. These disclosures can be found on the firm’s Form ADV, available on the SEC’s website.