stand out
How does the advisor help clients – Key Takeaways:
Peck Financial Advisors is a reputable financial firm that provides expert guidance and services to individuals looking to achieve their financial goals. With over 20 years in the industry, they have established themselves as a trusted partner for clients seeking sound financial advice.
Facts and Insights
Peck Financial Advisors currently has $500 million in Assets Under Management (AUM) and has a team of 10 experienced advisors. The firm has been in business since 1999 and has built a strong reputation for delivering personalized and comprehensive financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 1999 – present |
Financial Services Offered
Peck Financial Advisors offers a wide range of financial services to meet the diverse needs of their clients. From retirement planning and investment management to estate planning and tax strategies, their team of knowledgeable advisors has the expertise to provide tailored solutions to each client.
Client Types
Peck Financial Advisors caters to a variety of clients, including individuals, couples, families, and small business owners. They understand that each client has unique financial goals and work closely with them to develop a customized plan that aligns with their specific needs.
Fees & Compensation
Peck Financial Advisors charges a fee based on a percentage of AUM for their investment management services. This fee structure ensures that the firm’s interests are aligned with their clients’ success. The fees for other services may vary, and clients are always provided with a transparent breakdown of charges.
Background
Peck Financial Advisors was founded by John Peck, a seasoned financial expert with over 30 years of experience in the industry. After working for several large financial firms, John decided to establish his own firm to provide personalized and unbiased advice to his clients.
Financial Advisor Disclosures to Know
Peck Financial Advisors prides itself on transparency and always provides full and complete disclosures to their clients. It is essential for investors to understand the potential risks and conflicts of interest when seeking financial advice. Peck Financial Advisors puts their clients’ interests first and ensures that all necessary disclosures are made.