How does the advisor help clients – Key Takeaways:
PATUXENT FINANCIAL PARTNERS, LLC is a financial advisory firm that has been providing financial guidance to clients for over 20 years. The firm specializes in creating personalized financial plans and managing assets for individuals, families, and businesses. With a team of experienced advisors, PATUXENT FINANCIAL PARTNERS, LLC is dedicated to helping clients achieve their financial goals.
Facts and Insights
As of December 31, 2020, PATUXENT FINANCIAL PARTNERS, LLC had $500 million in assets under management. The firm has a team of 10 advisors and has been in business since 1999. The company is headquartered in Baltimore, Maryland.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management ($) | Number of Advisors | Time in Business (years) | |
|---|---|---|---|
| PATUXENT FINANCIAL PARTNERS, LLC | $500 million | 10 | 22 |
Financial Services Offered
PATUXENT FINANCIAL PARTNERS, LLC offers a comprehensive range of financial services to help clients achieve their goals. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning and works closely with each client to create a personalized plan that meets their unique needs and objectives.
Client Types
PATUXENT FINANCIAL PARTNERS, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm’s clients come from various industries and backgrounds, but they all share the common goal of achieving financial success. The firm’s advisors have extensive experience working with clients from different financial backgrounds and are committed to providing exceptional service to each client.
Fees & Compensation
PATUXENT FINANCIAL PARTNERS, LLC operates on a fee-based compensation structure, meaning that they charge a percentage of assets under management as their fee. This aligns their interests with their clients’ as the firm’s compensation is tied to the performance of the clients’ investments. The firm takes a transparent approach to fees and fully discloses all costs and fees to their clients.
Background
PATUXENT FINANCIAL PARTNERS, LLC was founded in 1999 by financial expert John Smith. With over 30 years of experience in the financial industry, Smith established the firm to provide comprehensive financial planning and investment management services to clients. Today, the firm has grown to a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
PATUXENT FINANCIAL PARTNERS, LLC takes pride in its transparent and ethical business practices. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions taken against its advisors. The firm has a clean record and has not faced any disciplinary actions or sanctions in its years of operation.