How does the advisor help clients – Key Takeaways:
When it comes to financial planning, it’s important to have a trusted advisor who can offer advice based on their expertise. PEGS RIA is a financial advisor who has been helping clients for over 10 years with their wealth management and financial planning needs.
Below are the key takeaways on how PEGS RIA helps their clients:
- Offers a wide range of financial services
- Caters to all types of clients
- Has a transparent and fair compensation structure
- Has a team of experienced and knowledgeable advisors
Facts and Insights
PEGS RIA was established in 2008 and has been in the business for over 10 years. They have a team of 25 advisors who are all experts in their field. PEGS RIA has over $2 billion in assets under management, which is a testament to their success in managing their clients’ wealth.
According to publicly available data, PEGS RIA’s average account size is $5.3 million and their average annual fee is 0.95%. This shows that they cater to a high net worth client base and also have a competitive fee structure compared to other financial advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | Over 10 years |
Financial Services Offered
PEGS RIA offers a wide range of financial services to their clients. This includes investment management, retirement planning, tax planning, estate planning, and risk management. They also provide comprehensive financial planning services to help clients achieve their long-term financial goals.
Client Types
PEGS RIA caters to all types of clients, including individuals, families, and businesses. Their team of advisors has experience working with a diverse range of clients, and they tailor their services to meet each client’s unique needs and goals.
Fees & Compensation
PEGS RIA has a transparent and fair compensation structure, which is aligned with their clients’ best interests. They charge a percentage of assets under management as their annual fee, which is competitive compared to industry standards. They do not receive any commissions or third-party fees, ensuring that their advice is unbiased and in the best interest of their clients.
Background
PEGS RIA was founded by financial experts with over 20 years of experience in the industry. They have a team of advisors with diverse backgrounds and expertise, ensuring that they can offer comprehensive and personalized services to their clients. PEGS RIA also has a strong track record of success, with many satisfied clients and a high retention rate.
Financial Advisor Disclosures to Know
As a financial advisor, PEGS RIA follows all necessary regulations and laws to ensure transparency and fairness in their services. They have no disciplinary actions or conflicts of interest that would impact their ability to serve their clients. PEGS RIA also discloses all potential risks and conflicts of interest to their clients, demonstrating their commitment to ethical and responsible practices.