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How does the advisor help clients – Key Takeaways:
PARK + ELM INVESTMENT ADVISERS provides financial expertise to clients and offers a range of services, including asset management, financial planning, and investment advice. With a strong team of advisors and a commitment to putting clients first, they strive to help clients achieve their financial goals.
Facts and Insights
Founded in 2010, PARK + ELM INVESTMENT ADVISERS has been in business for over a decade. The firm has over $500 million in assets under management and employs a team of nine trusted advisors. They are registered with the Securities and Exchange Commission (SEC) and have a clean regulatory history.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2010 |
|---|---|
| Assets Under Management: | $500+ million |
| Number of Advisors: | 9 |
| Registration: | SEC-registered |
| Clean Regulatory History: | Yes |
Financial Services Offered
PARK + ELM INVESTMENT ADVISERS offers a range of financial services to help clients grow and protect their wealth. Some key services include:
- Asset management
- Financial planning
- Investment advice
Client Types
PARK + ELM INVESTMENT ADVISERS caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique needs and develop a personalized financial plan.
Fees & Compensation
PARK + ELM INVESTMENT ADVISERS operates as a fee-only firm, which means they do not earn commissions or sell financial products. Instead, they charge a fee based on a percentage of the client’s assets under management. This approach ensures that their interests are aligned with those of their clients.
Background
The team at PARK + ELM INVESTMENT ADVISERS is made up of experienced professionals with strong backgrounds in finance and investing. They bring a wealth of expertise and knowledge to help clients navigate the complexities of the market and make informed financial decisions.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, PARK + ELM INVESTMENT ADVISERS is required to disclose any potential conflicts of interest and disciplinary actions. They have a clean regulatory history and strictly adhere to their fiduciary duty to act in the best interest of their clients.