How does the advisor help clients – Key Takeaways:
PEPIN CAPITAL MANAGEMENT, LLC is committed to helping clients achieve their financial goals through expert guidance and personalized strategies. As a trusted financial advisor, they offer a range of services and work closely with clients to develop a comprehensive financial plan.
- Expert guidance and personalized strategies
- A full range of financial services
- Customized financial plans
- Dedicated and trusted advisor-client relationships
Facts and Insights
Founded in 2005, PEPIN CAPITAL MANAGEMENT, LLC has been serving clients for over 15 years. With a team of highly experienced financial advisors, they have the expertise and knowledge to navigate the ever-changing financial landscape and help clients achieve their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | Over 15 years |
Financial Services Offered
PEPIN CAPITAL MANAGEMENT, LLC offers a full range of financial services to clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Needs Analysis
Client Types
PEPIN CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
Fees & Compensation
PEPIN CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This allows them to provide unbiased and objective advice to clients. Their fees are based on a percentage of assets under management.
Background
The team at PEPIN CAPITAL MANAGEMENT, LLC is made up of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. They continuously stay up-to-date with industry trends and changes to provide the best possible advice to clients.
Financial Advisor Disclosures to Know
PEPIN CAPITAL MANAGEMENT, LLC is a registered investment advisor, meaning they have a fiduciary duty to act in the best interest of their clients. They have no disclosed disciplinary actions or regulatory sanctions.