How does the advisor help clients – Key Takeaways:
PELKONEN AND ASSOCIATES LLC is a financial advisory firm that works with individuals and businesses to achieve their financial goals and objectives. The team at PELKONEN AND ASSOCIATES LLC has extensive industry knowledge and experience, allowing them to provide expert guidance and support for a variety of financial needs.
The following are some key takeaways on how PELKONEN AND ASSOCIATES LLC helps their clients:
- Creates personalized financial plans tailored to the unique needs and goals of each client
- Offers a range of financial services to help clients build, manage, and protect their wealth
- Provides ongoing support and guidance, adjusting plans as needed to adapt to changing circumstances
- Utilizes a client-centric approach, focusing on building strong relationships and understanding individual needs and preferences
Facts and Insights
PELKONEN AND ASSOCIATES LLC has been in operation for over 15 years, providing valuable financial services to clients throughout the country. In that time, they have managed over $150 million in assets and have built a reputation for their expertise and dedication to client success.
The firm has a team of highly qualified advisors who bring a diverse range of skills and experiences to the table. This allows them to offer a wide range of financial services and provide a versatile approach to meeting the needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
The following table provides a breakdown of PELKONEN AND ASSOCIATES LLC’s assets under management, number of advisors, and total time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 10+ | 15+ years |
Financial Services Offered
PELKONEN AND ASSOCIATES LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
With their extensive knowledge and experience, the firm’s advisors are able to offer personalized solutions that align with each client’s unique financial goals and circumstances.
Client Types
PELKONEN AND ASSOCIATES LLC works with a variety of clients, including individuals, families, and businesses. They have experience providing financial services to clients from all walks of life and are adept at understanding and meeting the needs of each client type.
Fees & Compensation
PELKONEN AND ASSOCIATES LLC primarily charges fees based on a percentage of assets under management. This ensures that their interests are aligned with those of their clients, as the firm’s compensation is tied to the performance of the client’s investments. This fee structure also means that the firm does not receive compensation for recommending specific investment products, eliminating potential conflicts of interest.
Background
PELKONEN AND ASSOCIATES LLC was founded by John Pelkonen, a financial expert with over 20 years of experience in the industry. He has assembled a team of skilled advisors who share his passion for helping clients reach their financial goals and objectives. The firm is committed to ongoing education and staying current on industry trends and best practices, ensuring that they continue to provide top-notch services to their clients.
Financial Advisor Disclosures to Know
PELKONEN AND ASSOCIATES LLC is transparent and upfront about their business practices and potential conflicts of interest. They adhere to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. The firm also posts their Form ADV, a document that outlines their services, fees, and any potential conflicts, on their website, providing clients with full transparency and peace of mind.