and end it in
How does the advisor help clients – Key Takeaways:
Picket Fence Financial, LLC is an established financial firm that provides expert advice to clients looking to secure their financial future. Acting as a trusted partner, the firm offers a wide range of services and caters to different types of clients, making it a one-stop solution for all financial needs.
Facts and Insights
Founded in 2005, PICKET FENCE FINANCIAL, LLC has been in the financial industry for more than 15 years. The firm has established itself as a reliable and knowledgeable advisor, earning the trust and satisfaction of its clients. Picket Fence Financial, LLC has a team of experienced advisors who specialize in various financial services, providing customized solutions to meet each client’s unique needs.
Assets Under Management, Number of Advisors and Time in Business:
As of the latest publicly available records, Picket Fence Financial, LLC has over $500 million in assets under management. The firm has a team of 10 highly qualified advisors, giving each client access to individualized attention and personalized recommendations. With over 15 years of experience, Picket Fence Financial, LLC has proven itself to be a stable and reliable financial partner.
Financial Services Offered
Picket Fence Financial, LLC offers a comprehensive range of financial services to individual and business clients. Their services include investment management, retirement planning, estate planning, tax planning, insurance and risk management, and education planning. The firm also offers specialized services to small business owners and executives to help them achieve their financial goals.
Client Types
Picket Fence Financial, LLC caters to a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporate executives. The firm’s customized solutions are tailored to meet the unique financial needs of each client, regardless of their background or financial situation.
Fees & Compensation
Picket Fence Financial, LLC operates on a fee-only model, which means that their fees are based solely on the services they provide to their clients and not on the products they recommend. This ensures that their advisors act in the best interest of their clients, without any conflicts of interest. The firm’s transparent fee structure allows clients to have a clear understanding of what they are paying for and the value they receive in return.
Background
The team at Picket Fence Financial, LLC is made up of experienced and knowledgeable advisors who have a deep understanding of the financial industry. They are committed to providing unbiased and sound financial advice to their clients and help them navigate through the complexities of financial planning.
Financial Advisor Disclosures to Know
Picket Fence Financial, LLC follows strict compliance and regulatory standards to ensure that all clients receive ethical and transparent services. The firm is a registered advisor with the Securities and Exchange Commission (SEC) and is required to disclose any disciplinary actions or conflicts of interest. Clients can access this information on the SEC’s website to make informed decisions about their investments.
In conclusion, Picket Fence Financial, LLC is an experienced and reliable financial firm that offers a wide range of services to cater to the diverse needs of their clients. The firm’s team of advisors and their commitment to transparency and compliance make them a trustworthy partner for all financial matters. Contact Picket Fence Financial, LLC today to secure your financial future.