How does the advisor help clients – Key Takeaways:
<payden & RYGEL is a well-established financial advisory firm that offers a wide range of services to help clients achieve their financial goals. As experts in their field, they provide valuable insights and assistance to individuals and businesses alike. By analyzing their clients' financial situations and goals, PAYDEN & RYGEL creates customized plans that are designed to help clients achieve their specific objectives. Some key takeaways include:
- Comprehensive financial advice to help clients reach their goals
- Expertise in a diverse range of financial services
- Customized plans tailored to each client’s unique needs
- Investment management
- Wealth planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance and risk management
- Business consulting
Facts and Insights
Since its inception in 1983, PAYDEN & RYGEL has become one of the leading independent investment advisors in the industry. With over $125 billion in assets under management, they have a proven track record of delivering strong results for their clients. Their team of experienced professionals provides valuable market insights and analysis to inform their clients’ financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $125 billion | 65 | 38 years |
Financial Services Offered
<payden & RYGEL offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
Client Types
<payden & RYGEL serves a variety of clients, including individuals, families, and businesses. They also work with institutional clients such as foundations, endowments, and corporations. Their diverse client base allows them to understand and address the unique financial needs of each individual or organization they serve.
Fees & Compensation
<payden & RYGEL is a fee-only advisor, meaning they do not earn commissions from selling financial products. Instead, they charge a percentage of assets under management as their fee. This fee structure aligns the interests of the advisor with those of their clients, as it incentivizes the advisor to grow and protect their clients' assets.
Background
<payden & RYGEL was founded in 1983 by Joan Payden and George Rygel, who had a vision to provide personalized financial counseling to individuals and businesses. Since then, the firm has grown to become a trusted advisor to thousands of clients. They continue to uphold their core values of integrity, transparency, and putting clients' interests first.
Financial Advisor Disclosures to Know
<when working with a financial advisor, it's essential to understand any potential conflicts of interest. PAYDEN & RYGEL has a clean disciplinary record, with no regulatory actions or disciplinary events on record. They are committed to providing transparent and ethical services to their clients.