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How does the advisor help clients – Key Takeaways:
P2, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals and secure their future. The firm provides a range of services including portfolio management, financial planning, and retirement planning. With a team of highly experienced financial advisors, P2, LLC is dedicated to providing personalized and comprehensive financial advice to its clients.
Facts and Insights
P2, LLC has been in business for over 10 years and currently has a team of 15 financial advisors. The firm manages over $500 million in assets for its clients. P2, LLC focuses on providing holistic financial solutions to its clients, taking into account their individual financial goals and risk tolerance.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
- Portfolio management
- Retirement planning
- Financial planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
P2, LLC works with a diverse range of clients including individuals, families, and small businesses. The firm understands that each client has unique financial needs and goals, and therefore provides customized solutions for each client.
Fees & Compensation
P2, LLC charges a fee based on a percentage of assets under management. The exact fee may vary depending on the services provided and the complexity of a client’s financial situation. The firm is committed to transparency and will always discuss and agree on fees with clients before any work is done.
Background
P2, LLC was founded by a group of highly experienced and dedicated financial advisors who wanted to make a positive impact on their clients’ lives. The firm’s advisors have a strong background in finance, economics, and investing, and are passionate about helping their clients achieve financial success and security.
Financial Advisor Disclosures to Know
P2, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, requiring them to always act in the best interest of their clients. P2, LLC also has a disclosure policy that ensures complete transparency with clients regarding potential conflicts of interest.