How does the advisor help clients – Key Takeaways:
PJH CONSULTING SERVICES, LLC is a financial consulting firm that specializes in providing expert financial advice to individuals and businesses. Their services include comprehensive financial planning, investment management, and retirement planning.
Their team of experienced advisors works closely with each client to develop a personalized and strategic financial plan that is tailored to their specific needs and goals. They understand that every client is unique and therefore, they take the time to build a strong relationship with each individual to truly understand their financial situation and objectives.
PJH CONSULTING SERVICES, LLC takes a holistic approach to financial management, taking into account all aspects of a client’s financial life. They provide valuable insights and recommendations to help clients make informed decisions and achieve their financial goals.
Facts and Insights
PJH CONSULTING SERVICES, LLC has been in business for 10 years, providing top-notch financial advice and management services to their clients. They currently have a team of 8 experienced and knowledgeable advisors, who are committed to delivering exceptional service to their clients.
The firm has a total of $100 million in assets under management, demonstrating their expertise in managing a diverse portfolio of investments for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 8 | 10 years |
Financial Services Offered
PJH CONSULTING SERVICES, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
Client Types
PJH CONSULTING SERVICES, LLC works with a diverse range of clients, including individuals, families, and businesses. Their clients come from different backgrounds and have varying financial goals, but they all share a desire to take control of their financial future and make informed decisions.
Fees & Compensation
The team at PJH CONSULTING SERVICES, LLC believes in transparency and honesty when it comes to fees and compensation. They offer fee-based services, meaning their compensation is based on a percentage of the assets under management. This ensures that the firm is aligned with their clients’ best interests and only makes money when their clients do.
Background
PJH CONSULTING SERVICES, LLC was founded by Peter J. Hernandez, a certified financial planner with over 15 years of experience in the financial services industry. Under his leadership, the firm has grown to become a highly reputable and trusted financial consulting firm.
Financial Advisor Disclosures to Know
PJH CONSULTING SERVICES, LLC operates with the utmost integrity and transparency. As such, they are proud to disclose any potential conflicts of interest that may arise with their clients. They are a fiduciary, meaning they are legally bound to act in the best interests of their clients at all times.