How does the advisor help clients – Key Takeaways:
PARATUS FINANCIAL, INC. is a highly reputable financial firm that specializes in providing expert financial advice to clients looking to secure their financial future. With a team of experienced financial advisors, they help individuals and businesses make sound financial decisions and achieve their financial goals.
Facts and Insights
PARATUS FINANCIAL, INC. was founded in 2002 and has been in business for over 19 years. In that time, they have amassed a significant amount of assets under management, currently managing over $500 million in assets. They have also grown their team of advisors to include over 25 professionals, each with a wealth of experience in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 19 years |
Financial Services Offered
PARATUS FINANCIAL, INC. offers a wide range of financial services to clients, catering to both individual and business needs. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. With their comprehensive approach, they strive to create personalized financial plans that align with their clients’ unique goals and objectives.
Client Types
PARATUS FINANCIAL, INC. caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They have a deep understanding of the different financial needs and goals of each client type and tailor their services accordingly. Their client-centric approach has helped them build long-lasting relationships with their clients and establish a reputation as a trusted financial advisor.
Fees & Compensation
PARATUS FINANCIAL, INC. operates on a fee-only basis, meaning they do not receive commissions for their services. This ensures that their clients’ best interests are always the top priority, and there are no conflicts of interest. The firm’s fees are based on a percentage of assets under management, making it a fair and transparent compensation structure.
Background
The team at PARATUS FINANCIAL, INC. is made up of highly educated and experienced financial professionals. Many of the advisors hold advanced degrees and certifications in finance and are committed to continuing education and staying up-to-date with the constantly evolving financial landscape. Their collective expertise helps them provide clients with the best advice and solutions for their financial needs.
Financial Advisor Disclosures to Know
PARATUS FINANCIAL, INC. operates with the utmost integrity and transparency. As a registered investment advisor, they are legally bound to disclose any potential conflicts of interest and always act in their clients’ best interests. The firm has a clean record with no disciplinary actions or regulatory sanctions on record.