How does the advisor help clients – Key Takeaways:
PJ SCAVUZZO, INC. provides comprehensive financial services to clients, acting as a trusted expert to guide them towards their financial goals. They prioritize the needs of their clients and work towards building long-term relationships based on trust and transparency.
Facts and Insights
PJ SCAVUZZO, INC. is a financial advisory firm that has been in business for over 25 years. Their team consists of experienced financial advisors who are committed to providing personalized and professional financial guidance to clients.
The firm manages a total of $500 million in assets under management, with an average account size of $1 million. They have a team of 10 advisors, ensuring that clients receive individualized attention and customized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
PJ SCAVUZZO, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
The firm believes in a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life.
Client Types
PJ SCAVUZZO, INC. serves a diverse range of clients, including individuals, families, and small business owners. They also work with high-net-worth individuals and have experience in managing complex financial portfolios.
Fees & Compensation
The firm operates on a fee-based structure, meaning they charge a percentage of the assets under management as their advisory fee. This ensures that their interests are aligned with the interests of their clients, as they only benefit when their clients’ assets grow in value.
PJ SCAVUZZO, INC. is transparent about their fees and provides clients with a fee schedule before any agreements are made.
Background
The founder and president of PJ SCAVUZZO, INC., Paul Scavuzzo, has over 30 years of experience in the financial industry. He holds the Certified Financial Planner (CFP®) designation, indicating his commitment to upholding the highest standards of professionalism and ethics in the industry.
Financial Advisor Disclosures to Know
PJ SCAVUZZO, INC. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), meaning they are required to adhere to strict rules and regulations to protect the interests of their clients. They have a clean regulatory record, with no disciplinary actions or customer complaints.