tag
How does the advisor help clients – Key Takeaways:
PERKINS WEALTH ADVANTAGE is a leading financial advisory firm with years of experience in helping clients achieve their financial goals. The team of expert advisors at PERKINS WEALTH ADVANTAGE provides personalized and comprehensive financial solutions to clients of all backgrounds and needs.
Facts and Insights:
With assets under management of over $500 million, PERKINS WEALTH ADVANTAGE prides itself on being able to offer clients a wide range of financial services and strategies. The firm has a team of 15 experienced advisors who have a combined experience of over 100 years in the financial industry.
The firm has been in business for 30 years, serving a diverse portfolio of clients from individuals to families, retirees, and business owners. This demonstrates the firm’s stability and commitment to providing long-term financial planning to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 30 years |
Financial Services Offered:
PERKINS WEALTH ADVANTAGE offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
PERKINS WEALTH ADVANTAGE serves a diverse group of clients, including:
- Individuals
- Families
- Retirees
- Business owners
Fees & Compensation:
PERKINS WEALTH ADVANTAGE charges its clients based on a fee-only structure. This means that the firm does not receive commissions or any form of third-party compensation, ensuring that its clients’ best interests are always the top priority.
The firm’s fees are based on a percentage of the assets under management, and are transparent and competitive. This fee structure aligns the firm’s interests with those of its clients, as the firm only benefits when the client’s assets grow.
Background:
PERKINS WEALTH ADVANTAGE was founded by John Perkins, a highly experienced financial advisor with over 20 years of experience in the industry. John’s expertise and commitment to providing exceptional financial guidance have helped the firm become a trusted name in the financial advisory industry.
In addition to John, the firm has a team of dedicated and knowledgeable advisors who work closely with clients to develop customized financial plans that help them achieve their long-term financial goals.
Financial Advisor Disclosures to Know:
As a registered investment adviser, PERKINS WEALTH ADVANTAGE is held to a fiduciary standard, meaning that the firm is legally obligated to always act in the best interests of its clients. This ensures that clients can trust the firm to provide honest and unbiased financial advice.
Additionally, the firm is also registered with the Securities and Exchange Commission, and all advisors are properly licensed and certified to provide financial advice.