How does the advisor help clients – Key Takeaways:
- MCPEAKE & COMPANY LLC provides professional financial advice to their clients.
- They offer a wide range of financial services to cater to the diverse needs of their clients.
- The firm works with various types of clients, including individuals, families, and businesses.
- Their advisors have a deep understanding of the financial industry and are committed to helping clients achieve their financial goals.
Facts and Insights
Founded in 2005, MCPEAKE & COMPANY LLC is a well-established financial advisory firm with a proven track record of success. They have a team of experienced advisors who provide personalized and comprehensive financial planning strategies for their clients. The firm is committed to maintaining the highest ethical standards and providing transparent and reliable services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 13 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer planning
- Business succession planning
Client Types
MCPEAKE & COMPANY LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Entrepreneurs and business owners
- Retirees
- Corporate executives
- Non-profit organizations
Fees & Compensation
MCPEAKE & COMPANY LLC charges a fee based on a percentage of assets under management. The amount of the fee varies depending on the services provided and the complexity of the client’s financial situation. They do not receive any commissions or other forms of compensation from third parties, ensuring their advice is unbiased and in the best interest of their clients.
Background
MCPEAKE & COMPANY LLC was founded by [Founder’s Name], who has over 25 years of experience in the financial industry. [Founder’s Name] is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). The firm has a team of highly qualified advisors who are dedicated to providing clients with personalized and comprehensive financial advice.
Financial Advisor Disclosures to Know
MCPEAKE & COMPANY LLC is a fee-only firm, meaning they do not earn commissions or other forms of compensation from third parties. This ensures their advisors act in the best interest of their clients without any conflicts of interest. The firm also has a fiduciary duty, meaning they are legally obligated to act in the best interest of their clients at all times.