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How does the advisor help clients – Key Takeaways:
PGIM Real Estate Advisors LLC is a leading financial advisor that offers a range of services to help clients achieve their financial goals. Through their expertise and sound financial planning, they are able to provide valuable guidance and support to their clients. Some key takeaways about how the advisor helps clients include the following:
- Comprehensive financial planning: The advisor takes a holistic approach to financial planning and considers all aspects of their clients’ financial needs, including investments, retirement planning, tax planning, and more.
- Tailored solutions: Each client is unique, and the advisor understands this. They work closely with clients to create customized strategies that align with their individual goals and risk tolerance.
- Expertise and experience: With a team of highly qualified and experienced advisors, clients can trust in the advice and recommendations provided by PGIM Real Estate Advisors LLC.
Facts and Insights
Here are some key facts and insights about PGIM Real Estate Advisors LLC:
- Assets Under Management: As of December 31, 2020, PGIM Real Estate Advisors LLC had approximately $202.8 billion in assets under management.
- Number of Advisors: PGIM Real Estate Advisors LLC has over 400 professionals, including more than 130 investment professionals, dedicated to providing quality financial advice to clients.
- Time in Business: Founded in 1970, the advisor has over 50 years of experience helping clients navigate the complex world of finance.
Financial Services Offered
PGIM Real Estate Advisors LLC offers a range of financial services to help clients build and preserve their wealth. These services include the following:
- Investment management and advisory services
- Financial planning and wealth management
- Retirement planning
- Estate planning
- Tax planning and management
Client Types
PGIM Real Estate Advisors LLC serves a diverse range of clients, including individuals, families, and institutions. They understand that each client has unique financial needs and tailor their services to meet those needs.
Fees & Compensation
For their services, PGIM Real Estate Advisors LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the advisor’s interests are aligned with their clients’ interests, as their compensation is tied to the performance of their clients’ investments.
Background
PGIM Real Estate Advisors LLC is a wholly owned subsidiary of PGIM, Inc., which is the global investment management business of Prudential Financial, Inc. The company has a long history of providing quality financial services to clients and is committed to helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of certain disclosures when working with a financial advisor. Some disclosures to know about PGIM Real Estate Advisors LLC include the following:
- Securities offered through PGIM, Inc. or an affiliate
- Insurance products offered through various companies of Prudential Financial, Inc.
- Investment advisory and management services offered through PGIM Real Estate Advisors LLC, which is a Registered Investment Adviser and Prudential Financial company