How does the advisor help clients – Key Takeaways:
PETERSON GARRETT, LLC is a financial firm that specializes in providing expert financial advice to individuals and businesses. The firm prides itself on its team of experienced financial experts who are dedicated to helping clients achieve their financial goals and secure their financial future.
The firm offers a wide range of financial services such as financial planning, investment management, retirement planning, tax planning, and estate planning. By leveraging their expertise and knowledge of the financial industry, PETERSON GARRETT, LLC is able to provide tailored financial solutions to meet the unique needs of each client.
With a strong focus on building long-term relationships with clients, the firm takes a holistic approach to financial planning. This means considering a client’s current financial situation, future goals, risk tolerance, and time horizon to develop a personalized financial strategy.
Facts and Insights
PETERSON GARRETT, LLC was founded in 2005 and has been in business for over 15 years. The firm is headquartered in New York City and has offices in multiple locations across the United States.
The firm currently has 50 advisors and employs a team of over 100 financial experts who are committed to providing top-notch financial services to clients.
As of December 2020, PETERSON GARRETT, LLC has over $5 billion in assets under management. These assets are spread across a diverse client base, including high net worth individuals, families, and small businesses.
Financial Services Offered
PETERSON GARRETT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
The firm also provides personalized financial advice and education to clients on various financial topics, including budgeting, debt management, and financial literacy.
Client Types
PETERSON GARRETT, LLC caters to a diverse client base, including:
- High net worth individuals
- Families
- Small businesses
The firm’s services are tailored to meet the unique needs of each client, regardless of their financial status or goals.
Fees & Compensation
As a fee-based firm, PETERSON GARRETT, LLC charges clients a percentage of their assets under management as a fee for their services. This fee structure ensures that the firm’s interests are aligned with those of its clients, as they only earn more when the client’s assets grow.
The firm is transparent about its fee and compensation structure and provides clients with a detailed breakdown of all fees and expenses involved in their financial services.
Background
PETERSON GARRETT, LLC was founded by financial expert, Mr. John Peterson, and investment strategist, Mr. David Garrett. Both founders have extensive experience in the financial industry and have been recognized for their contributions to the field.
The firm’s team of advisors and experts are all highly qualified and undergo regular training to stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, PETERSON GARRETT, LLC is required to disclose any potential conflicts of interest and provide full transparency to clients. The firm’s Code of Ethics and Standards of Practice ensure that advisors act with the utmost professionalism and integrity.
Before engaging in any financial services, clients are provided with a disclosure document outlining all potential risks, conflicts of interest, and fees involved. This allows clients to make informed decisions about their financial strategies and stay informed about any changes in the firm’s policies.