How does the advisor help clients – Key Takeaways:
PERPETUAL WEALTH ADVISORS, L.L.C. has been providing personalized financial advice and guidance to clients for over fifteen years. With a team of experienced advisors and a variety of services offered, they strive to help clients achieve long-term financial success.
Facts and Insights
PERPETUAL WEALTH ADVISORS, L.L.C. was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). The firm specializes in wealth management, retirement planning, and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PERPETUAL WEALTH ADVISORS, L.L.C. offers a range of financial services to help clients reach their financial goals. These services include:
- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types
PERPETUAL WEALTH ADVISORS, L.L.C. caters to a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth individuals and provide services to company-sponsored retirement plans.
Fees & Compensation
PERPETUAL WEALTH ADVISORS, L.L.C. operates on a fee-only basis, meaning they do not earn commissions on any products or services they recommend. Fees are based on a percentage of assets under management, and the firm is committed to being transparent about all fees and potential conflicts of interest.
Background
The team at PERPETUAL WEALTH ADVISORS, L.L.C. consists of highly qualified and experienced financial professionals who hold various certifications and licenses. They are committed to staying up-to-date with industry developments and changes in the market to provide the best possible guidance and advice to clients.
Financial Advisor Disclosures to Know
It is essential to be aware of any financial advisor disclosures before choosing to work with them. As a Registered Investment Advisor, PERPETUAL WEALTH ADVISORS, L.L.C. is held to a fiduciary standard, meaning they must always act in the best interests of their clients. They also have a clean disciplinary record and no reported conflicts of interest.