How does the advisor help clients – Key Takeaways:
PERSICO CAPITAL, LLC trading as PERSICO ASSET MGMT. provides expert financial guidance for clients looking to enhance their investment portfolio. With over a decade of experience in the industry, PERSICO ASSET MGMT. understands the complexities of the financial market and helps clients make well-informed decisions to achieve their financial goals.
Facts and Insights
Here are some key facts and insights about PERSICO ASSET MGMT.:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 12 years |
PERSICO ASSET MGMT. has consistently grown its assets under management and has a team of experienced advisors to assist clients with their financial needs. With over a decade in business, PERSICO ASSET MGMT. has established a strong reputation for providing effective and reliable financial services.
Financial Services Offered
PERSICO ASSET MGMT. offers a range of financial services to cater to the unique needs of its clients. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
The team at PERSICO ASSET MGMT. works closely with clients to develop tailored financial plans that align with their specific goals and risk tolerance. They also provide regular portfolio reviews and updates to ensure clients are on track towards achieving their objectives.
Client Types
PERSICO ASSET MGMT. serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
The team at PERSICO ASSET MGMT. has the expertise and resources to cater to the unique needs and goals of each client, regardless of their financial background or stage of life.
Fees & Compensation
PERSICO ASSET MGMT. charges a fee based on a percentage of the client’s assets under management. This fee covers all services provided by the firm, including financial planning, portfolio management, and ongoing support. The fee percentage may vary depending on the size of the client’s portfolio and the complexity of their financial situation.
Background
PERSICO ASSET MGMT. was founded in 2009 by John Persico, a seasoned financial advisor with over 20 years of industry experience. Persico has assembled a team of dedicated and knowledgeable advisors to provide clients with expert financial advice and help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, PERSICO ASSET MGMT. is required to follow strict regulations and disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about PERSICO ASSET MGMT.:
- No regulatory actions or violations in the past 10 years
- No legal or disciplinary events in the past 10 years
- No client complaints in the past 10 years
- No bankruptcy filings in the past 10 years
For more information, clients can review the firm’s Form ADV, which is available upon request or on the SEC’s website.