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How does the advisor help clients – Key Takeaways:
The team at PETERSON INVESTMENT MANAGEMENT INC works closely with clients to understand their unique financial needs and objectives. By conducting comprehensive assessments of their current financial status, risk tolerance, and investment goals, the firm is able to develop personalized investment strategies that align with clients’ long-term goals.
Facts and Insights
Here are some important facts and insights about PETERSON INVESTMENT MANAGEMENT INC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Publicly Available Numbers | $500 million | 15 | 20 years |
Financial Services Offered
PETERSON INVESTMENT MANAGEMENT INC offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Investment Management
- Financial Planning
- Estate Planning
- Retirement Planning
- Tax Planning
Client Types
The firm’s services are available to a variety of client types, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
PETERSON INVESTMENT MANAGEMENT INC believes in transparency and follows a fee-based compensation structure. This means that the firm charges a percentage of the assets under management, ensuring that the advisors’ interests are aligned with those of their clients. The firm does not receive any commissions or compensation for selling specific products, eliminating any potential conflicts of interest.
Background
Founded in 2001, PETERSON INVESTMENT MANAGEMENT INC has a solid track record of helping clients grow and manage their wealth. The firm’s team of experienced advisors has a collective experience of over 50 years in the financial services industry, making them well-equipped to handle any complex financial situation.
Financial Advisor Disclosures to Know
PETERSON INVESTMENT MANAGEMENT INC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is bound by law to act in the best interests of its clients. It also has a clean compliance record, with no disciplinary actions or legal issues reported.
In conclusion, PETERSON INVESTMENT MANAGEMENT INC offers expert financial advice and services to clients looking to achieve their long-term financial goals. With a team of experienced advisors, transparent fee structure, and a track record of success, the firm is a reliable choice for anyone seeking professional financial guidance.