Facts and Insights
PELION INVESTMENT ADVISORS, INC. is a leading financial advisory firm that specializes in providing expert financial advice to its clients. Founded in 2002, PELION INVESTMENT ADVISORS, INC. has been helping clients achieve their financial goals for almost two decades. The firm prides itself on its team of experienced and knowledgeable financial advisors who work closely with each client to understand their unique financial situation and create a personalized plan to help them achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
PELION INVESTMENT ADVISORS, INC. currently has over $1 billion in assets under management, with a team of 15 dedicated financial advisors. The firm has been in business for 18 years and has gained a strong reputation for its expertise and successful track record in the financial industry.
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2002 | 15 | $1 Billion |
Financial Services Offered
PELION INVESTMENT ADVISORS, INC. offers a wide range of financial services to help clients achieve their long-term financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also offers personalized financial planning services to help clients create a comprehensive financial plan that aligns with their unique goals and needs.
Client Types
PELION INVESTMENT ADVISORS, INC. serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm’s experienced financial advisors have the expertise to work with clients from different backgrounds and with varying financial objectives.
Fees & Compensation
PELION INVESTMENT ADVISORS, INC. charges a fee based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s investments. The firm is committed to transparency and will fully disclose all fees and charges to clients before any services are provided.
Background
PELION INVESTMENT ADVISORS, INC. was founded by a team of experienced financial professionals who saw a need for a more personalized approach to financial planning. The firm’s founders had a vision of creating a client-centric firm that would prioritize each individual’s unique financial goals and needs.
Financial Advisor Disclosures to Know
It is important for clients to understand any potential conflicts of interest that may arise when working with a financial advisor. PELION INVESTMENT ADVISORS, INC. adheres to strict disclosure policies and will inform clients of any conflicts or potential conflicts before providing any services. The firm is also committed to complying with all regulatory requirements and is transparent in all its financial dealings.