How does the advisor help clients – Key Takeaways:
PETERKIN FINANCIAL, LLC provides expert financial advice and services to help clients achieve their financial goals. Their knowledgeable team works closely with clients to provide tailored and personalized solutions to meet their unique needs.
Facts and Insights
Here are some key facts and insights about PETERKIN FINANCIAL, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
Client Types
PETERKIN FINANCIAL, LLC serves a diverse range of clients including:
- High net worth individuals
- Families
- Small business owners
- Retirees
Fees and Compensation
PETERKIN FINANCIAL, LLC operates on a fee-only basis, meaning they do not receive any commissions from financial products. Their fees are based on a percentage of assets under management and are transparently disclosed to clients.
Background
PETERKIN FINANCIAL, LLC was founded in 2005 by John Peterkin, a highly experienced financial advisor with over 25 years of experience in the industry. The firm has grown to include a team of knowledgeable and dedicated advisors who are committed to helping clients reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, PETERKIN FINANCIAL, LLC is held to a fiduciary standard. This means they are legally obligated to act in the best interests of their clients at all times and provide full disclosure of any potential conflicts of interest.