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About John M. Pentz, LLC
John M. Pentz, LLC is a financial advisory firm that has been providing expert financial guidance to clients for over 20 years. Led by John M. Pentz, an experienced financial advisor with a deep understanding of market trends and investment strategies, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
John M. Pentz, LLC takes a unique and personalized approach to financial advising, tailoring their services to meet the specific needs and goals of each client. They offer a wide range of financial services, catered to individuals and businesses of all sizes. Their client-centric approach, combined with their expertise and knowledge, has helped numerous clients reach their financial potential.
Facts and Insights
John M. Pentz, LLC has established itself as a reliable and reputable financial advisory firm, providing clients with a variety of insights and information to help them make informed decisions. Some key facts and insights about the firm include:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 4 | 20 years |
Financial Services Offered
John M. Pentz, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College savings planning
- Insurance analysis
- And more
Client Types
John M. Pentz, LLC caters to a diverse clientele, including:
- Individuals
- High-net-worth individuals
- Businesses
- Corporations
- Non-profit organizations
Fees & Compensation
John M. Pentz, LLC believes in transparency when it comes to their fees and compensation. They charge advisory fees based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
In addition, the firm may receive compensation from third parties for recommending their products or services. However, these arrangements are fully disclosed and do not affect the firm’s objective and unbiased financial advice.
Background
John M. Pentz has over 25 years of experience in the financial industry and has been running his own financial advisory firm for over 20 years. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP). John and his team of advisors have a deep understanding of market trends and investment strategies, making them a trusted partner for clients seeking financial guidance.
Financial Advisor Disclosures to Know
John M. Pentz, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and provide their clients with all necessary information to make informed decisions.
Some key disclosures to be aware of include:
- The firm may receive compensation from third-party providers
- Advisors at the firm may have personal investments in recommended products
- The firm may recommend products or services that generate commissions
John M. Pentz, LLC prides itself on its transparency and always puts the best interests of their clients first.