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How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services tailored to each client’s unique needs and goals
- Provides ongoing support and guidance to help clients make informed financial decisions
- Utilizes a range of resources and tools to offer efficient and effective portfolio management
- Strives to build long-term relationships with clients based on trust, transparency, and integrity
Facts and Insights:
Pedicord Wealth Management, LLC has been in the financial industry for over 15 years. They have a strong track record of success and are known for their excellent customer service and dedication to their clients’ financial well-being.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 15 years |
Financial Services Offered:
Pedicord Wealth Management, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. Some of these services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Pedicord Wealth Management, LLC caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation:
Pedicord Wealth Management, LLC is a fee-only financial advisory firm. This means that they do not earn commissions from selling financial products, and instead, their fees are based on a percentage of the assets they manage for their clients.
Background:
Pedicord Wealth Management, LLC was founded by John Pedicord, a seasoned financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds multiple other certifications, making him a highly qualified and knowledgeable advisor.
Financial Advisor Disclosures to Know:
Pedicord Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. They also have a clean regulatory and legal record, and there is no history of disciplinary action against the firm or its advisors.