How does PERCEVA Help Clients – Key Takeaways:
PERCEVA is a financial advisory firm that assists clients in managing their wealth and achieving their financial goals. The firm offers a range of financial services and caters to a variety of client types. Here are some key takeaways about how PERCEVA helps its clients:
- Provides expert financial advice and strategies to help clients grow and protect their wealth
- Offer personalized financial plans tailored to each client’s unique goals and risk tolerance
- Continuously monitors and adjusts investment portfolios to ensure they align with clients’ financial objectives
- Provides a comprehensive suite of financial services to address all aspects of clients’ financial lives
- Emphasizes open and transparent communication with clients to build trust and understanding
Facts and Insights:
Here are some facts and insights about PERCEVA that demonstrate its expertise and success as a financial advisor:
- Has over $1 billion in assets under management, reflecting the firm’s ability to effectively manage clients’ wealth
- Employs a team of over 50 highly qualified and experienced advisors, demonstrating a deep pool of knowledge and resources
- Established in 2005, PERCEVA has over 15 years of experience in the financial industry
- Has consistently ranked as one of the top financial advisory firms in the country by leading industry publications
- Uses cutting-edge technology and data analysis to inform investment decisions and optimize client portfolios
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2016 | $0.6 | 30 |
| 2017 | $0.8 | 35 |
| 2018 | $1.1 | 40 |
| 2019 | $1.3 | 45 |
| 2020 | $1.6 | 50 |
Financial Services Offered:
PERCEVA offers a comprehensive range of financial services to help clients navigate all aspects of their financial lives. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance review and analysis
- College funding solutions
- Business succession planning
Client Types:
PERCEVA caters to a diverse group of clients, including individuals, families, and businesses. The firm works with clients at all stages of their financial journey, from young professionals just starting to build their wealth to high net worth individuals and business owners looking to protect and grow their assets. PERCEVA’s expertise and tailored approach allow it to serve a wide range of clients and their unique financial needs and goals.
Fees & Compensation:
PERCEVA is a fee-based financial advisor, meaning clients pay a fee for the services they receive. The firm’s fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients. PERCEVA strives to keep its fees competitive and transparent, and clients are always made aware of any fees before engaging the firm’s services.
Background:
Founded in 2005, PERCEVA is an independent, employee-owned financial advisory firm. The firm is headquartered in New York and has offices in several major cities across the United States. PERCEVA’s team of seasoned advisors and staff are dedicated to helping clients achieve their financial goals and providing exceptional service and support.
Financial Advisor Disclosures to Know:
As a registered investment advisor,