How does the advisor help clients – Key Takeaways:
Perkins Financial, Ltd. is a trusted financial expert that provides personalized advice and solutions to its clients. With their expertise and experience, they assist clients in making informed financial decisions that align with their unique goals and objectives.
The key takeaways from their services include:
- Comprehensive financial planning
- Goal-oriented investment strategies
- Constant monitoring and adjustments
- Education and guidance
Facts and Insights
Perkins Financial, Ltd. has been in the financial industry for over 20 years, providing unparalleled services to clients. They have a team of highly qualified advisors with extensive knowledge in all aspects of finance, including investments, retirement planning, taxes, and insurance.
According to recent statistics, the firm has over $500 million in assets under management and has a team of 10 advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
Perkins Financial, Ltd. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Services
- Estate Planning
Client Types
This financial advisor caters to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
- Corporate clients
Fees & Compensation
Perkins Financial, Ltd. is a fee-only financial advisor, which means they do not earn any commissions or kickbacks from the financial products they recommend. Instead, they charge a percentage of the client’s assets under management as their fee. This fee structure ensures that their interests are aligned with their clients’ and they have no hidden agenda.
Additionally, the firm has a transparent fee schedule, and clients are provided with a clear breakdown of all fees before signing up for their services. This ensures that there are no surprises or hidden charges.
Background
Perkins Financial, Ltd. was founded by John Perkins, a highly experienced and knowledgeable financial advisor. He has a Bachelor’s degree in Finance and has been in the financial industry for over 30 years. He is also a Certified Financial Planner (CFP) and a member of various professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
As a trusted financial advisor, Perkins Financial, Ltd. believes in transparency and providing full disclosure to its clients. Some important things to know include:
- The firm is a registered investment adviser with the Securities and Exchange Commission (SEC)
- The firm has a fiduciary duty to act in the best interests of its clients
- The firm may earn fees from recommending certain financial products
- The firm’s advisors may have potential conflicts of interest, and they are required to disclose these to their clients
- The firm has a code of ethics and a privacy policy in place to protect the confidentiality of its clients’ information
In conclusion, Perkins Financial, Ltd. is a reputable financial advisor that puts its clients’ needs and interests first. With their expertise and personalized approach, they help clients achieve their financial goals with confidence.