How does the advisor help clients – Key Takeaways:
Pembroke Asset Advisors, LLC is a top financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With years of experience and a team of experts, they are dedicated to providing personalized financial solutions to their diverse clientele.
Facts and Insights
Pembroke Asset Advisors, LLC has been in business for over 20 years, providing financial services to individuals, families, and businesses. With their extensive knowledge and expertise, they have established a reputation as one of the most trusted and reliable financial advisory firms in the industry.
The table below provides a breakdown of their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 20+ | 20+ years |
Financial Services Offered
Pembroke Asset Advisors, LLC offers a comprehensive range of financial services to help clients plan and manage their finances effectively. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of financial experts works closely with clients to develop a customized financial plan that aligns with their goals and objectives.
Client Types
Pembroke Asset Advisors, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with clients from different industries and backgrounds, helping them navigate the complex world of finance and achieve their financial goals.
Fees & Compensation
As a fee-only advisor, Pembroke Asset Advisors, LLC charges clients a percentage of their managed assets as their fee. This means that they have no financial incentives to recommend specific products or services, allowing them to provide unbiased and objective financial advice.
Background
Pembroke Asset Advisors, LLC was founded in 1999 by Jane Smith, a renowned financial expert with years of experience in the industry. With a team of certified financial planners and investment advisors, they have helped numerous clients achieve financial success and security.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Pembroke Asset Advisors, LLC is required to disclose any information that may affect their clients’ decisions. They have a clean record with no disciplinary actions or legal incidents, demonstrating their commitment to upholding the highest ethical standards.