Facts and Insights
PAZERA CAPITAL MANAGEMENT, INC. is a financial advisory firm that focuses on providing personalized wealth management and financial planning services to individuals, families, and businesses. The firm was founded in 2010 and is currently headquartered in New York City.
How does the advisor help clients – Key Takeaways:
– Provides personalized wealth management and financial planning services
– Focuses on the individual needs and goals of each client
– Extensive experience and expertise in the financial industry
– Strong track record of success in growing and managing client assets
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: 10 years
Financial Services Offered
– Wealth management
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Education planning
– Risk management
– Cash flow and budgeting
– Insurance solutions
Client Types:
– High-net-worth individuals
– Families
– Business owners
– Retirement plans
– Charitable organizations
Fees & Compensation
PAZERA CAPITAL MANAGEMENT, INC. operates on a fee-only basis, meaning their compensation is not tied to the sale of financial products. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management and are determined through a transparent and collaborative process.
Background
PAZERA CAPITAL MANAGEMENT, INC. was founded by John Pazera, a highly experienced financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance from a top university. The firm’s team of advisors also have extensive backgrounds in finance, bringing a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, PAZERA CAPITAL MANAGEMENT, INC. is legally bound to act as a fiduciary, meaning they are required to always act in the best interest of their clients. This is an important distinction, as not all financial advisors are held to the same standard. Additionally, the firm has a clean record with no prior disciplinary actions or conflicts of interest to disclose.
In conclusion, PAZERA CAPITAL MANAGEMENT, INC. is a highly qualified and reputable financial advisory firm that provides personalized and comprehensive services to help clients achieve their financial goals. With a strong track record of success and a team of experienced advisors, clients can trust that their financial well-being is in capable hands.