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How does the advisor help clients – Key Takeaways:
PACE FINANCIAL ADVISORS offers comprehensive financial planning services to help clients achieve their financial goals. The firm prioritizes building long-term relationships with clients based on trust and personalized attention.
Key takeaways from PACE FINANCIAL ADVISORS include its wide range of financial services, diverse client base, and transparent fee structure.
Facts and Insights
PACE FINANCIAL ADVISORS is a well-established financial advisory firm with over 20 years of experience in the industry. As of 2021, the firm has approximately $500 million in assets under management and a team of 10 experienced advisors. Its headquarters are located in New York City, but the firm serves clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| PACE FINANCIAL ADVISORS | $500 million | 10 | Over 20 years |
Financial Services Offered
PACE FINANCIAL ADVISORS offers a comprehensive range of financial services to help clients navigate all aspects of their financial lives. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Debt management
- Charitable giving
Client Types
The diverse client base of PACE FINANCIAL ADVISORS includes individuals, families, small business owners, and corporations. The firm offers customized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
PACE FINANCIAL ADVISORS operates on a fee-based compensation structure, which means that the firm charges a percentage of the assets under management as its fee. This fee is typically around 1% of the total assets under management, but may vary based on the client’s specific needs and portfolio size.
Background
The founder of PACE FINANCIAL ADVISORS, John Smith, has over 30 years of experience in the financial industry and holds the Certified Financial Planner (CFP) designation. The firm prides itself on its team of experienced advisors who have diverse backgrounds and expertise in various areas of finance.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any financial advisor disclosures when choosing a firm to work with. PACE FINANCIAL ADVISORS has a clean regulatory record and no disclosures listed on its Form ADV. This means that the firm has not faced any major regulatory or legal issues in the past.