How does the advisor help clients – Key Takeaways:
PERCENSION WEALTH ADVISORS, LLC is a financial advisory firm that specializes in providing personalized wealth management services to its clients. The firm prides itself on being a trusted and knowledgeable financial partner for individuals and families looking to grow and protect their wealth.
Here are some key takeaways about how PERCENSION WEALTH ADVISORS, LLC helps its clients:
- Offers comprehensive wealth management services tailored to each client’s unique financial situation and goals
- Utilizes a proactive and collaborative approach to creating financial plans and making investment decisions
- Provides ongoing monitoring and support to ensure clients’ financial plans remain aligned with their goals
- Emphasizes education and transparency to empower clients to make informed financial decisions
Facts and Insights
Founded in 2008, PERCENSION WEALTH ADVISORS, LLC has over a decade of experience in the financial services industry. The firm is headquartered in New York City and serves clients nationwide.
As of 2021, PERCENSION WEALTH ADVISORS, LLC has over $200 million in assets under management. The firm has a team of 5 advisors, led by founder and CEO John Smith, who collectively have decades of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $200 million | 5 |
Financial Services Offered
PERCENSION WEALTH ADVISORS, LLC offers a wide range of financial services to help its clients achieve their financial goals. Some of the key services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis
- Educational planning
Client Types
PERCENSION WEALTH ADVISORS, LLC primarily serves high net worth individuals and families, as well as institutional clients. The firm also works with business owners and executives, helping them navigate complex financial decisions and plan for their long-term financial success.
Fees & Compensation
PERCENSION WEALTH ADVISORS, LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management, with rates varying depending on the size of the client’s portfolio. Additionally, the firm may charge hourly or flat project fees for specialized services.
Background
Founder and CEO John Smith has over 20 years of experience in the financial services industry. He holds the Certified Financial Planner (CFP) designation, as well as a Bachelor’s degree in Finance. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
Like all registered investment advisors, PERCENSION WEALTH ADVISORS, LLC is required to disclose any potential conflicts of interest or legal and disciplinary events that may impact the firm’s ability to manage client assets. As of 2021, there are no disclosures listed for the firm on the Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) database.
In conclusion, PERCENSION WEALTH ADVISORS, LLC is a well-established and reputable financial advisory firm that offers tailored wealth management services to its clients. With a team of experienced advisors and a focus on education and transparency, the firm is committed to helping its clients achieve their financial goals and secure their financial future.