How does PELORUS FINANCIAL, LLC help clients – Key Takeaways:
- Provides financial expertise to clients
- Offers a range of financial services
- Works with various client types
Facts and Insights
PELORUS FINANCIAL, LLC is a trusted financial advisor that provides expert guidance to clients. The firm has been in business for over a decade, with a team of experienced advisors who are dedicated to helping clients achieve their financial goals. PELORUS FINANCIAL, LLC offers a range of financial services to assist clients in managing their wealth and achieving financial success.
Assets Under Management, Number of Advisors and Time in Business:
| AUM | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 13 years |
Financial Services Offered
PELORUS FINANCIAL, LLC offers a comprehensive range of financial services to assist clients in managing their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- And more
Client Types
PELORUS FINANCIAL, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm tailors its services to meet the unique needs of each client, providing personalized financial advice and strategies.
Fees & Compensation
PELORUS FINANCIAL, LLC is a fee-based advisor, meaning that the firm charges fees for its services based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ interests, as the firm only profits when the client’s assets grow. PELORUS FINANCIAL, LLC prides itself on providing transparent and fair fees for its services.
Background
PELORUS FINANCIAL, LLC was founded in 2008 and has since become a trusted and reputable financial advisor. The firm has a team of experienced and knowledgeable advisors who provide expert guidance and support to clients. PELORUS FINANCIAL, LLC is committed to helping clients achieve their financial goals and offers personalized solutions to meet their unique needs.
Financial Advisor Disclosures to Know
As with any financial advisor, PELORUS FINANCIAL, LLC is required to disclose any potential conflicts of interest to clients. The firm takes this responsibility seriously and provides full disclosures to clients before any services are rendered. These disclosures may include any fees, affiliations, or relationships that could potentially impact the firm’s recommendations. PELORUS FINANCIAL, LLC values transparency and works to build trust with clients by providing full and accurate disclosures.