How does the advisor help clients – Key Takeaways:
PACE WEALTH ADVISORS is committed to providing high-quality financial advice and professional services to its clients. They strive to help clients achieve their financial goals and achieve financial stability, while always keeping their best interests in mind.
The team at PACE WEALTH ADVISORS has a wealth of knowledge and experience in the financial industry. They provide a wide range of services and cater to various client types, making them a reliable and trusted partner in managing finances.
Facts and Insights
As of 2021, PACE WEALTH ADVISORS has managed over $500 million in assets and has a team of 10 experienced financial advisors. They have been in business for over 15 years, establishing a strong track record of delivering successful financial outcomes for their clients.
The table below provides an overview of PACE WEALTH ADVISORS’ assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15+ years |
Financial Services Offered
PACE WEALTH ADVISORS offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Their team of experienced advisors works closely with clients to understand their financial goals and develop tailored strategies to help them achieve those goals.
Client Types
PACE WEALTH ADVISORS works with a diverse group of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Non-profit organizations
- And more
This wide range of client types allows PACE WEALTH ADVISORS to have a deep understanding of various financial needs and develop customized solutions for each individual or organization.
Fees & Compensation
PACE WEALTH ADVISORS charges a fee based on a percentage of assets under management, which is a common fee structure in the financial industry. This aligns the interests of the advisor with the client, as the advisor’s compensation is tied to the performance of the client’s assets. Detailed fee information is disclosed during the initial consultation and can be discussed in further detail upon request.
Background
PACE WEALTH ADVISORS was founded in 2005 with the goal of providing comprehensive financial planning and investment management services to clients. The team consists of experienced financial advisors who have a deep understanding of the constantly evolving financial landscape, allowing them to provide sound advice and strategies to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PACE WEALTH ADVISORS follows strict regulations and complies with all disclosure requirements. Clients are provided with a Form ADV, which outlines important information about the firm, including services provided, fees, and potential conflicts of interest. Clients are also notified of any disciplinary events or legal proceedings involving the firm or its advisors.
In conclusion, PACE WEALTH ADVISORS is a reputable and trustworthy financial advisor that puts the best interests of its clients first. With a proven track record of success and a team of experienced advisors, they are well-equipped to help clients achieve their financial goals and secure their financial future.