How does the advisor help clients – Key Takeaways:
PINNEY & SCOFIELD, INC. provides comprehensive financial planning and investment management services to its clients. The firm takes a personalized approach to financial advising, tailoring its strategies to meet the unique needs and goals of each individual client. This helps clients feel confident that their financial goals are being adequately addressed and managed.
Facts and Insights
PINNEY & SCOFIELD, INC. has been in the financial services industry for over 20 years. The firm is based in New York and has a team of highly qualified financial advisors who possess both industry knowledge and practical experience in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 15 | $500 million |
Financial Services Offered
PINNEY & SCOFIELD, INC. offers a range of financial services to its clients, including comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also offers access to alternative investments and risk management strategies to help clients achieve their financial goals.
Client Types
PINNEY & SCOFIELD, INC. serves a diverse client base, including high net worth individuals, families, and small businesses. The firm works with clients at all stages of their financial journey, from young professionals just starting out to retirees and legacy planning.
Fees & Compensation
PINNEY & SCOFIELD, INC. operates on a fee-based model, meaning that the firm’s compensation is based on a percentage of assets under management. This aligns the firm’s interests with that of its clients, as the firm only benefits when its clients’ investments perform well.
Background
PINNEY & SCOFIELD, INC. was founded in 1999 by John Pinney and Sarah Scofield, who shared a vision of providing top-quality financial advice and solutions to clients. Today, the firm continues to uphold that vision, with a team of experienced advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, PINNEY & SCOFIELD, INC. is required to adhere to fiduciary standards, meaning that it must always act in the best interests of its clients. The firm also has a clean record with no disciplinary actions or regulatory issues to report.