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How does the advisor help clients – Key Takeaways:
PASKIN & BERLER CAPITAL ADVISORS, LLC is a leading financial advisory firm that provides comprehensive wealth management services to high-net-worth individuals and families. They offer personalized solutions to help clients achieve their financial goals and protect their wealth for future generations.
- The firm prides itself on its team of experienced financial experts who work closely with clients to understand their unique financial needs and goals.
- PASKIN & BERLER CAPITAL ADVISORS, LLC employs a holistic approach to financial planning, taking into account all aspects of a client’s financial life, including investments, taxes, insurance, and estate planning.
- The firm is committed to providing unbiased advice and maintaining transparency in all client interactions.
Facts and Insights
Founded in 2003, PASKIN & BERLER CAPITAL ADVISORS, LLC has been serving clients for over 18 years. The firm manages over $2.5 billion in assets and has a team of 12 advisors.
The firm serves a clientele of high-net-worth individuals, families, and business owners, providing tailored financial solutions to meet their specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business | |
|---|---|---|---|
| PASKIN & BERLER CAPITAL ADVISORS | $2.5 billion | 12 | 18+ |
Financial Services Offered
PASKIN & BERLER CAPITAL ADVISORS, LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These include:
- Investment Management
- Tax Planning
- Insurance Solutions
- Estate Planning
- Retirement Planning
Client Types
The firm’s services are primarily geared towards high-net-worth individuals, families, and business owners. These clients typically have complex financial needs and require highly personalized solutions to manage their wealth effectively.
Fees & Compensation
PASKIN & BERLER CAPITAL ADVISORS, LLC operates on a fee-based model, meaning they charge a percentage of assets under management as their fee for services. These fees are outlined in detail in the firm’s Form ADV, which is available to all clients.
Background
PASKIN & BERLER CAPITAL ADVISORS, LLC was founded by Troy Paskin and Dan Berler, both seasoned financial advisors with extensive experience in the industry. The firm operates with a client-first mentality, always putting the needs and goals of their clients above all else.
Financial Advisor Disclosures to Know
As a registered investment advisor, PASKIN & BERLER CAPITAL ADVISORS, LLC is required to disclose certain information to their clients. This includes their fee structure, any potential conflicts of interest, and any disciplinary history. The firm maintains a clean record with no significant disclosures on record.