J. L. PERKINS WEALTH MANAGEMENT, LLC is a financial firm that provides expert guidance and wealth management services to clients. Led by a team of experienced advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial planning tailored to each client’s unique goals and needs
– Provides a range of financial services, including investment management, retirement planning, and tax planning
– Works closely with clients to understand their risk tolerance and create customized investment strategies
– Regularly reviews and adjusts client portfolios to ensure they align with their long-term financial goals
– Offers ongoing support and advice to help clients navigate changing market conditions and life events
Facts and Insights
Here are some key facts and insights about J. L. PERKINS WEALTH MANAGEMENT, LLC:
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | $100 million (as of 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
Client Types
J. L. PERKINS WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
– Individuals and families
– High-net-worth individuals
– Business owners and executives
– Non-profit organizations
Fees & Compensation
The firm’s fees and compensation structure is transparent and based on a percentage of assets under management. This means that the firm’s advisors are incentivized to help clients grow their investments and achieve their financial goals.
Background
J. L. PERKINS WEALTH MANAGEMENT, LLC was founded by John L. Perkins, a highly experienced financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds a Master of Business Administration (MBA) degree in finance. Under his leadership, the firm has built a strong reputation for providing expert financial guidance and exceptional client service.
Financial Advisor Disclosures to Know
As a registered investment advisor, J. L. PERKINS WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal or disciplinary issues that may impact its ability to serve clients. This information can be found on the firm’s Form ADV, which is available upon request.
Overall, J. L. PERKINS WEALTH MANAGEMENT, LLC is a reliable and trusted financial partner that is committed to helping clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, the firm is well-equipped to guide clients through all stages of their financial journey. Contact J. L. PERKINS WEALTH MANAGEMENT, LLC today to learn more about how they can help you secure a strong financial future.