How does the advisor help clients – Key Takeaways:
POLLEN & SECOULER, LLP is a renowned financial advisory firm known for its expertise in assisting clients with their financial needs. This firm has been in the business for over 20 years, providing exceptional services to its clients. Here are the key takeaways on how they help their clients:
- Offering a diverse range of financial services
- Catering to different types of clients
- Maintaining transparency in fees and compensation
- Having a team of experienced and knowledgeable advisors
Facts and Insights:
POLLEN & SECOULER, LLP has built a reputation for its extensive knowledge and experience in the financial industry. This firm has helped numerous clients achieve their financial goals and has gathered valuable insights along the way. Here are some facts about the firm:
- Over 20 years in the industry
- Assets under management: $2 billion
- Over 100 advisors
Assets Under Management, Number of Advisors and Time in Business:
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Financial Services Offered:
POLLEN & SECOULER, LLP offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services include:
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
Client Types:
This firm caters to a diverse group of clients, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Working professionals
Fees & Compensation:
POLLEN & SECOULER, LLP believes in maintaining transparency when it comes to fees and compensation. The firm charges a percentage of the assets under management as a fee. This encourages a collaborative approach where the firm’s success is directly tied to the success of its clients.
Background:
POLLEN & SECOULER, LLP was founded in 1999 by two financial experts who shared a common goal of providing high-quality and personalized financial services to their clients. Over the years, the firm has grown to be one of the most trusted financial advisory firms in the industry.
Financial Advisor Disclosures to Know:
As a responsible financial advisory firm, POLLEN & SECOULER, LLP believes in being transparent with its clients. Some important disclosures to know are:
- All advisors are registered with the Securities and Exchange Commission (SEC) or the state securities authority
- The firm may have potential conflicts of interest, but it always prioritizes its clients’ best interests
- The firm follows a strict code of ethics and has a written code of ethics available on request
- Disclosure document and Form ADV are available on request