About PASKIN & BERLER CAPITAL ADVISORS, LLC
PASKIN & BERLER CAPITAL ADVISORS, LLC is a financial advisory firm providing expert advice and services to clients in the areas of investment management, financial planning, and risk management. The firm is dedicated to helping individuals, families, and institutions to achieve their financial goals and secure a better future.
With a team of experienced professionals and a commitment to delivering personalized and comprehensive financial solutions, PASKIN & BERLER CAPITAL ADVISORS, LLC strives to be a partner in every client’s financial journey.
How Does the Advisor Help Clients – Key Takeaways:
- Provides customized investment solutions tailored to individual needs and goals
- Offers comprehensive financial planning services to help clients achieve their long-term financial objectives
- Ensures clients have a sound risk management plan in place to protect their assets
- Delivers exceptional customer service and support through a team of dedicated advisors
Facts and Insights
PASKIN & BERLER CAPITAL ADVISORS, LLC has been in operation for over 10 years and manages over $1 billion in assets. The firm has a team of 20 dedicated advisors with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | Over 10 years |
Financial Services Offered
PASKIN & BERLER CAPITAL ADVISORS, LLC offers a range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment Management
- Financial Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- Tax Planning
- Wealth Management
- Education Planning
- Risk Management
Client Types
PASKIN & BERLER CAPITAL ADVISORS, LLC works with a diverse range of clients, including:
- Individuals and Families
- High Net Worth Individuals
- Executives and Entrepreneurs
- Institutions
- Non-Profit Organizations
- Endowments
Fees & Compensation
PASKIN & BERLER CAPITAL ADVISORS, LLC charges a fee based on assets under management for its investment management services. For financial planning and other services, the firm charges either an hourly rate or a fixed fee. The firm’s compensation structure is transparent and aligned with the best interests of its clients.
Background
PASKIN & BERLER CAPITAL ADVISORS, LLC was founded in 2009 by John Paskin and Michael Berler, both highly experienced financial advisors with a passion for helping others achieve financial success. The firm has grown steadily since its inception and has gained a reputation for excellence and trust in the financial advisory industry.
Financial Advisor Disclosures to Know
PASKIN & BERLER CAPITAL ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm has a fiduciary duty to act in the best interests of its clients. The firm has no disclosure events or disciplinary actions on its record, ensuring that clients can have confidence in the integrity and reliability of its services.