How does the advisor help clients – Key Takeaways:
As a leading financial advisory firm, PFO Investment Advisors, LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a comprehensive range of services, PFO Investment Advisors is well-equipped to provide the guidance and support clients need to navigate the complex world of personal finance.
Facts and Insights
Founded in 2005, PFO Investment Advisors has established itself as a trusted source of financial expertise. The firm has over $3 billion in assets under management and a team of 25 advisors, making it one of the largest independent advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 25 | Founded in 2005 |
Financial Services Offered
PFO Investment Advisors offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. The firm also provides specialized services for business owners, such as business succession planning and employee benefit plans.
Client Types
PFO Investment Advisors works with a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm is also committed to serving the needs of women, minorities, and members of the LGBT community.
Fees & Compensation
PFO Investment Advisors is a fee-only firm, meaning it does not receive commissions or other forms of compensation from third parties. This ensures that the firm’s advisors are solely focused on the best interests of their clients. PFO Investment Advisors charges a percentage of assets under management, with fees ranging from 1% to 1.25% depending on the level of assets and services provided.
Background
The team at PFO Investment Advisors is made up of highly qualified professionals with decades of experience in the financial industry. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and are committed to continuing their education and staying up-to-date on industry developments.
Financial Advisor Disclosures to Know
PFO Investment Advisors prioritizes transparency and always works in the best interests of its clients. The firm has a clean record with regulators and no disciplinary actions have been taken against any of its advisors. PFO Investment Advisors also has no legal or bankruptcy disclosures.