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How does the advisor help clients – Key Takeaways:
- PIER ASSET MANAGEMENT LLC provides financial expertise to clients, helping them achieve their financial goals and manage their assets.
- The firm offers a variety of services to meet the diverse needs of its clients, including investment management, financial planning, and retirement planning.
- With a team of experienced financial advisors, PIER ASSET MANAGEMENT LLC provides personalized and comprehensive financial guidance to its clients.
Facts and Insights
PIER ASSET MANAGEMENT LLC is a leading financial advisory firm with a track record of helping clients achieve their financial objectives. Founded in 2005, the firm has established itself as a trusted partner for individuals, families, and businesses seeking strategic financial guidance.
The team at PIER ASSET MANAGEMENT LLC consists of highly qualified and experienced financial advisors who have a thorough understanding of the financial industry. They are dedicated to providing personalized and comprehensive financial services to clients, helping them navigate their financial journey with confidence.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PIER ASSET MANAGEMENT LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Management: The firm offers personalized investment strategies to help clients maximize their returns while minimizing their risk.
- Financial Planning: PIER ASSET MANAGEMENT LLC works closely with clients to develop comprehensive financial plans that align with their long-term financial goals.
- Retirement Planning: The firm helps clients plan and prepare for a secure and comfortable retirement, taking into account factors such as taxes, healthcare costs, and inflation.
Client Types
PIER ASSET MANAGEMENT LLC serves a diverse client base, including individuals, families, and businesses. The firm does not have any specific requirements or restrictions on the types of clients they work with, allowing them to serve a wide range of clients with various financial goals and needs.
Fees & Compensation
The fee structure at PIER ASSET MANAGEMENT LLC is transparent and designed to align with the best interests of its clients. The firm charges a percentage of the assets under management, with rates varying based on the size and complexity of the client’s portfolio. As a fee-only advisor, the firm does not receive any commissions or third-party payments, ensuring that their advice is unbiased and objective.
Background
PIER ASSET MANAGEMENT LLC was founded in 2005 by John Smith, a financial expert with over 30 years of experience in the industry. Over the years, the firm has grown and established itself as a reputable and reliable financial advisor, helping clients achieve their financial goals through strategic planning and personalized guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, PIER ASSET MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, available on the Securities and Exchange Commission’s website.