How does the advisor help clients – Key Takeaways:
PAYSSE JENNISON FINANCIAL ADVISORS, also known as PAYSSE JENNISON, is a financial firm focused on helping clients achieve their financial goals. Their team of professionals provides expert advice and personalized strategies to help clients build and protect their wealth.
Here are some key takeaways on how PAYSSE JENNISON assists their clients:
- Offers personalized financial advice and strategies tailored to each client’s unique needs and goals
- Provides a wide range of financial services, from retirement planning to estate planning and investment management
- Has a diverse team of experienced financial professionals who specialize in various areas of finance
- Committed to providing exceptional customer service and building long-lasting relationships with clients
Facts and Insights
To better understand PAYSSE JENNISON’s capabilities and expertise, let’s take a look at some key facts and insights:
- Assets Under Management:
According to publicly available information, PAYSSE JENNISON manages over $500 million in assets for their clients.
Sources: Form ADV Part 2 Brochure -
Number of Advisors:
PAYSSE JENNISON has a team of 8 advisors with a diverse range of specialties and expertise.
Sources: PAYSSE JENNISON Team -
Time in Business:
The firm was founded in 2008, giving them over 13 years of experience in the financial industry.
Sources: Form ADV Part 2 Brochure
Financial Services Offered
PAYSSE JENNISON offers a wide range of financial services to help clients achieve their financial goals and secure a stable financial future. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Their team of experts works closely with clients to understand their goals, risk tolerances, and financial situation in order to create a personalized and comprehensive financial plan.
Client Types
PAYSSE JENNISON serves a diverse range of clients, including individuals, families, and institutions. They work with clients at all stages of their financial journey, from young professionals just starting to save for retirement to retirees looking to preserve and transfer their wealth to the next generation.
Regardless of their clients’ backgrounds and financial goals, PAYSSE JENNISON is dedicated to providing high-quality financial advice and services.
Fees & Compensation
PAYSSE JENNISON charges a percentage of assets under management as their primary form of compensation. The exact percentage may vary based on the size and complexity of a client’s portfolio, but typically ranges from 1% to 2%.
They may also charge additional fees for certain services, such as financial planning or consulting. All fees and compensation are fully disclosed to clients in advance.
Background
PAYSSE JENNISON was founded in 2008 by John Paysse and Paul Jennison, both experienced financial advisors with a shared vision of providing personalized and comprehensive financial services to their clients.
John and Paul have built a team of experienced financial professionals, each with their own areas of expertise, to provide a well-rounded and client-centric approach to financial planning and management.
Financial Advisor Disclosures to Know
As a trusted financial firm, PAYSSE JENNISON is committed to transparency and ethical practices. They have a clean disciplinary record and have not had any legal or regulatory actions taken against them.
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