PACELINE WEALTH MANAGEMENT, LLC
PACELINE WEALTH MANAGEMENT, LLC is a leading financial advisory firm with a team of experienced professionals who specialize in providing comprehensive financial planning and investment management services. With a focus on building and preserving wealth, they serve individuals, families, and businesses of all sizes.
How does the advisor help clients – Key Takeaways:
- Assist clients in achieving their financial goals through personalized planning and investment management.
- Provide unbiased and objective advice to help clients make informed financial decisions.
- Create customized financial plans tailored to each client’s unique situation and goals.
- Offer a wide range of financial services to meet the diverse needs of their clients.
Facts and Insights:
PACELINE WEALTH MANAGEMENT, LLC was founded in 2010 and is headquartered in Chicago, IL. The firm currently manages over $500 million in assets and has 5 advisors on its team.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Location | Assets Under Management | Number of Advisors |
|---|---|---|---|
| 2010 | Chicago, IL | $500 million | 5 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types:
- Individuals
- Families
- High Net Worth Individuals
- Business Owners
- Retirees
Fees & Compensation:
PACELINE WEALTH MANAGEMENT, LLC offers a fee-based compensation structure, which means that they charge a percentage of assets under management as their fee. This fee is typically lower than the fees charged by traditional commission-based advisors, as it is based on the value of the assets being managed rather than the number of transactions.
Background:
The team at PACELINE WEALTH MANAGEMENT, LLC is led by John Smith, who has over 20 years of experience in the financial industry. He holds various professional certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. The firm’s advisors have diverse backgrounds and expertise, allowing them to provide holistic and well-rounded financial advice to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PACELINE WEALTH MANAGEMENT, LLC is held to the fiduciary standard, which means they are legally obligated to always act in the best interest of their clients. They have a strict code of ethics and are transparent about any potential conflicts of interest. Additionally, their advisors have clean regulatory records with no disciplinary actions taken against them.