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How does the advisor help clients – Key Takeaways:
Pelham Consulting Group provides financial consulting services to individuals and businesses seeking expert guidance in managing their wealth. With a team of experienced financial professionals, the firm offers a comprehensive range of services to its clients, helping them achieve their financial goals and secure their financial future.
Facts and Insights:
Founded in 2008, Pelham Consulting Group has been in business for over a decade, providing top-notch financial advice to its clients. The firm has grown significantly over the years, managing billions in assets and serving a diverse client base with varying financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2008 | $3.5 | 10 |
| 2010 | $5.8 | 15 |
| 2015 | $8.2 | 25 |
| 2020 | $11.1 | 40 |
Financial Services Offered:
Pelham Consulting Group offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning and works closely with clients to create customized strategies that align with their unique goals and risk tolerance.
Client Types:
The firm serves a diverse client base, including high-net-worth individuals, families, and businesses. Pelham Consulting Group understands that each client has different financial needs and works closely with them to develop tailored solutions that meet their specific goals.
Fees & Compensation:
Pelham Consulting Group operates on a fee-only basis, meaning the firm receives compensation solely from client fees, rather than commissions or other forms of compensation. This ensures that the advice given to clients is completely unbiased and in their best interest. The fees charged by the firm may vary depending on the complexity of the services provided and the size of the client’s portfolio.
Background:
Pelham Consulting Group was founded by a team of experienced financial advisors with a shared goal of providing exceptional financial services to their clients. With a commitment to integrity, professionalism, and a client-centric approach, the firm has established itself as a reputable and trusted financial advisor in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Pelham Consulting Group is held to the fiduciary standard, requiring the firm to always act in the best interest of its clients. This means the firm must disclose any potential conflicts of interest and put the clients’ needs above its own. The firm also undergoes regular audits and is required to file documents with the Securities and Exchange Commission (SEC) that disclose important information about its business practices and any disciplinary actions.
In conclusion, Pelham Consulting Group is a reliable and experienced financial advisor that serves a diverse client base with varying financial needs. With its comprehensive range of services, client-centric approach, and commitment to transparency and integrity, the firm has established itself as a top financial advisor in the industry.