How does the advisor help clients – Key Takeaways:
PIRA Wealth Management is a leading financial advisor company that offers a wide range of services to help clients achieve their financial goals. They are committed to providing expert financial advice and helping clients make informed decisions about their money.
Here are some key takeaways on how PIRA Wealth Management helps its clients:
- Offers a variety of financial services to cater to different needs and goals
- Works with a diverse range of client types, including individuals, families, and businesses
- Advisors are well-versed in the latest financial trends and regulations
- Transparent and upfront about fees and compensation
- Has a strong track record with high assets under management
Facts and Insights
In this section, we will take a closer look at the specific details and numbers surrounding PIRA Wealth Management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5.7 billion | 65 | 26 years |
*Data as of 2020
As evident from the table, PIRA Wealth Management has an impressive total of $5.7 billion in assets under management, which is a strong indication of the company’s success and reliability. With 65 advisors, they have a well-qualified team to manage and advise on their clients’ portfolios. And finally, with 26 years in the business, PIRA Wealth Management has established a strong reputation and a loyal client base.
Financial Services Offered
PIRA Wealth Management offers a wide range of financial services to cater to the different needs and goals of its clients. Some of their services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
The company takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and tailored strategy.
Client Types
PIRA Wealth Management works with a diverse range of client types, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they are committed to providing personalized solutions to help them achieve their objectives.
Fees & Compensation
PIRA Wealth Management prides itself on being transparent and upfront about its fees and compensation structure. Instead of commissions, they charge a fee based on a percentage of the client’s assets under management. This approach aligns their interests with their clients’ and eliminates potential conflicts of interest.
Additionally, the company does not receive any compensation from third parties for recommending specific products or services, further reinforcing their commitment to acting in the best interest of their clients.
Background
Founded in 1994, PIRA Wealth Management has been serving clients for over 26 years. The company is headquartered in New York City and has several branches and teams located across the country. Their success and growth can be attributed to their dedication to providing excellent financial advice and building strong relationships with their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to understand their disclosures and any potential conflicts of interest. Here are the disclosures of PIRA Wealth Management:
- The company is registered with the Securities and Exchange Commission (SEC)
- PIRA Wealth Management does not have any disclosures or disciplinary actions against them
- The company has a fiduciary duty to act in the best interest of their clients
- Advisors may receive bonuses or incentives based on total assets under management, but this does not affect their advice or recommendations
It is always recommended to discuss any concerns or questions regarding disclosures with your financial advisor before making any decisions.
In conclusion, PIRA Wealth Management is a reputable and experienced financial advisor that offers a variety of services to help clients reach their financial goals. With a strong track record, diverse client base, and commitment to transparency