How does the advisor help clients – Key Takeaways:
The team at IMPAX ASSET MANAGEMENT offers comprehensive financial services to help clients achieve their financial goals. With a team of experienced advisors and a wide range of services, they are well-equipped to guide clients through all stages of their financial journey.
Facts and Insights:
At IMPAX ASSET MANAGEMENT, the client’s needs are always the top priority. The following numbers illustrate their commitment to providing exceptional financial services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
IMPAX ASSET MANAGEMENT offers a wide range of financial services to cater to the diverse needs of their clients. Some of their key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The team at IMPAX ASSET MANAGEMENT works with a variety of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation:
IMPAX ASSET MANAGEMENT operates on a fee-only model, which means they do not earn commissions from selling financial products. This ensures that their interests are aligned with their clients and they act in their best interests at all times.
Background:
Founded in 2005, IMPAX ASSET MANAGEMENT has built a reputation for providing personalized and comprehensive financial services. Their team of advisors has a wealth of knowledge and experience in the industry, allowing them to deliver exceptional services to their clients.
Financial Advisor Disclosures to Know:
Before working with any advisor, it is important for clients to understand any potential conflicts of interest or disclosures. At IMPAX ASSET MANAGEMENT, they are committed to transparency and always disclose any relevant information to their clients. Some important disclosures to know include:
- Any affiliations with or ownership of financial products
- Compensation structure
- Any past legal or disciplinary actions
Overall, IMPAX ASSET MANAGEMENT is a trusted and experienced financial advisor that helps clients achieve their financial goals with personalized and comprehensive services. Their dedication to transparency and putting the client’s needs first makes them a top choice for anyone seeking professional financial guidance.