About P.A. SCHOPEN & ASSOCIATES, LLC
P.A. SCHOPEN & ASSOCIATES, LLC is a leading financial consulting firm that has been providing expert financial advice and services for over a decade. With a team of experienced and knowledgeable advisors, they specialize in helping their clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Helps clients achieve their financial goals
- Specializes in securing clients’ financial future
Facts and Insights
P.A. SCHOPEN & ASSOCIATES, LLC has a proven track record of success in the financial consulting industry. Their team of advisors is highly experienced and continually stays updated on the latest financial trends and strategies. They understand that each client’s financial situation is unique and tailor their services to meet their specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
P.A. SCHOPEN & ASSOCIATES, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their key services include investment management, retirement planning, tax planning, and estate planning. They also provide guidance on insurance, college savings, and wealth preservation strategies.
Client Types
P.A. SCHOPEN & ASSOCIATES, LLC is dedicated to serving individuals, families, and small business owners. They understand that each client has unique financial goals and challenges and work closely with them to develop personalized strategies that align with their objectives. Their team also specializes in working with high-net-worth individuals and retirees.
Fees & Compensation
P.A. SCHOPEN & ASSOCIATES, LLC operates on a fee-based compensation model. This means that they charge a percentage of the assets under management as their fee. This structure ensures that their interests are aligned with those of their clients, as their compensation is directly tied to the performance of the client’s investments.
Background
P.A. SCHOPEN & ASSOCIATES, LLC was founded by Paul A. Schopen, a highly experienced financial advisor with over 20 years of industry experience. He holds multiple certifications and licenses, including the Chartered Financial Analyst (CFA) designation. Under his leadership, the firm has grown to become a trusted and reputable name in the financial consulting industry.
Financial Advisor Disclosures to Know
Like all financial firms, P.A. SCHOPEN & ASSOCIATES, LLC is required to disclose certain information to their clients. Some of the key disclosures to know include their background and qualifications, fees and compensation structure, potential conflicts of interest, and any disciplinary actions or complaints made against them. They are committed to transparency and ensuring their clients have all the necessary information before making any financial decisions.