How does the advisor help clients – Key Takeaways:
People’s United Advisors, Inc. offers a comprehensive suite of financial services to help clients achieve their financial goals. They have a team of experienced advisors who provide personalized and tailored solutions to clients based on their unique financial needs and objectives.
Facts and Insights
Here are some key facts and insights about People’s United Advisors, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $9.2 billion (as of December 2021) | 62 advisors | Over 45 years |
Financial Services Offered
People’s United Advisors, Inc. offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment management
- Estate planning
- Retirement planning
- Wealth transfer strategies
- Tax planning and preparation
- Insurance solutions
Client Types
People’s United Advisors, Inc. serves a diverse client base, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Trusts
- Foundations and endowments
Fees & Compensation
The fees and compensation structure at People’s United Advisors, Inc. is transparent and based on a client’s specific needs and services provided. They offer both fee-based and commission-based accounts.
Background
People’s United Advisors, Inc. was founded over 45 years ago and is a subsidiary of People’s United Bank, N.A. They have a team of experienced advisors who have an average of 10 years of industry experience. The company is headquartered in Stamford, Connecticut and serves clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, People’s United Advisors, Inc. is legally required to disclose certain information to clients. This includes their fee structure, potential conflicts of interest, and any disciplinary history. They provide these disclosures in their Form ADV, which can be found on the Securities and Exchange Commission’s website or by requesting it directly from the company.