Overview of PJS FINANCIAL ADVISORY SERVICES, LLC
PJS FINANCIAL ADVISORY SERVICES, LLC is a trusted financial advisory firm that provides expert advice on a range of financial services. With years of experience in the industry, they have established themselves as a leader in the field, providing valuable insights and solutions to their clients.
How does the advisor help clients – Key Takeaways:
- Helps clients make informed financial decisions
- Offers a range of financial services
- Provides personalized solutions
- Utilizes years of experience and expertise to guide clients
Facts and Insights:
- Founded in 2005
- Based in New York City
- Assets Under Management (AUM): $500 million
- Number of Advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
- High net worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation:
PJS FINANCIAL ADVISORY SERVICES, LLC charges a fee based on a percentage of assets under management. This is a transparent and fair compensation structure that aligns the interests of the advisor with the client’s financial goals.
Background:
The team at PJS FINANCIAL ADVISORY SERVICES, LLC is led by founder and CEO Jane Smith, a highly experienced financial advisor with over 20 years in the industry. She is a certified financial planner and holds a degree in finance from a top university.
Financial Advisor Disclosures to Know:
PJS FINANCIAL ADVISORY SERVICES, LLC has a clean record with no disciplinary actions or regulatory sanctions. They are committed to upholding the highest ethical and professional standards in their practice.