How does the advisor help clients – Key Takeaways:
J.P. DIVERSIFIED ASSET MANAGEMENT LLC is a financial advisory firm that focuses on helping clients achieve their financial goals through personalized planning and investment strategies. By leveraging their expertise in the financial industry, the team at J.P. DIVERSIFIED ASSET MANAGEMENT LLC is able to provide their clients with the guidance and support they need to navigate the often complex world of finance.
Facts and Insights
J.P. DIVERSIFIED ASSET MANAGEMENT LLC was founded in 2010 and has been serving clients for over 10 years. They currently manage over $500 million in assets and employ a team of experienced and knowledgeable advisors to assist their clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 10 years |
Financial Services Offered
J.P. DIVERSIFIED ASSET MANAGEMENT LLC provides a wide range of financial services to help their clients achieve their financial goals. Some of the services they offer include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Risk management
Client Types
J.P. DIVERSIFIED ASSET MANAGEMENT LLC works with a diverse group of clients, including individuals, families, and businesses at all stages of their financial journey. They understand that each client has unique financial goals and needs, and their team is dedicated to creating customized solutions to meet those needs.
Fees & Compensation
J.P. DIVERSIFIED ASSET MANAGEMENT LLC operates on a fee-based compensation structure, meaning they receive a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients and they are motivated to help their clients maximize their returns.
Background
J.P. DIVERSIFIED ASSET MANAGEMENT LLC was founded by John Peterson, a highly experienced and qualified financial advisor with over 20 years of experience in the industry. He and his team are committed to providing their clients with the highest level of service and advice to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, J.P. DIVERSIFIED ASSET MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally required to act in the best interests of their clients at all times. They have no hidden fees or conflicts of interest and are transparent with their clients about their fees and compensation structure.