How does the advisor help clients – Key Takeaways:
PEMBROKE WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in providing its clients with expert financial advice and services. With years of experience in the field, the advisors at PEMBROKE WEALTH MANAGEMENT, LLC have gained a wealth of knowledge and expertise in assisting clients with their financial needs. Here are some key takeaways on how the advisor helps clients:
- Provides customized financial planning and investment strategies tailored to each client’s unique situation and goals.
- Offers ongoing support and guidance to help clients stay on track with their financial plans.
- Uses a client-first approach, putting their best interests at the forefront of every decision made.
- Utilizes a team-based approach, leveraging the expertise of multiple advisors to provide well-rounded advice and services.
Facts and Insights
Here are a few facts and insights about PEMBROKE WEALTH MANAGEMENT, LLC:
- Has been in business for 10 years, with a team of 5 experienced advisors.
- Manages approximately $500 million in assets under management.
- Serves clients across the country, with offices located in major cities such as New York, Chicago, and San Francisco.
- Has a proven track record of helping clients achieve their financial goals through a disciplined and strategic approach.
- Maintains strong relationships with top financial institutions and partners, allowing for access to a wide range of investment options.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2010 | 5 | $500 million |
Financial Services Offered
PEMBROKE WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Financial planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
PEMBROKE WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
- Corporate executives
Fees & Compensation
PEMBROKE WEALTH MANAGEMENT, LLC charges a fee for its financial advisory services. This fee is based on a percentage of the client’s assets under management and is typically around 1%. For larger accounts, the fee may decrease. Clients can also opt for a flat fee or hourly fee arrangement for specific financial services.
As a fee-only firm, PEMBROKE WEALTH MANAGEMENT, LLC does not earn commissions or receive any form of compensation from third-party products, ensuring that their advice is always in the best interest of the client.
Background
The team at PEMBROKE WEALTH MANAGEMENT, LLC is made up of highly educated and experienced financial advisors who are dedicated to providing their clients with expert advice and service. Combining their knowledge and expertise with cutting-edge technology, the advisors at PEMBROKE WEALTH MANAGEMENT, LLC are able to deliver top-notch financial planning and investment management services.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important for clients to be aware of any potential conflicts of interest or disclosures. Here are some disclosures to know about PEMBROKE WEALTH MANAGEMENT, LLC:
- Registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- Fee-only firm – does not receive commissions or compensation from third-parties.
- Advisors may have relationships with specific financial institutions, which may limit the investment options available to clients.
- Some advisors may receive additional compensation for selling insurance products.