PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT, INC.
Praetorian Guard, a division of Praetorian Wealth Management, Inc., is a leading financial advisory firm that specializes in providing expert financial guidance to its clients. With a team of highly experienced professionals and a strong track record of success, Praetorian Guard helps individuals and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance for individuals and businesses
- Highly experienced team of professionals
- Proven track record of success
- Dedicated approach tailored to each client’s specific needs
Facts and Insights
Praetorian Guard has been in business for over 15 years and has built a strong reputation for providing top-notch financial services to its clients. With a focus on personalized solutions and a deep understanding of the financial market, the firm has helped its clients achieve their financial goals and grow their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Praetorian Guard | $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
Praetorian Guard serves a diverse range of clients including high net worth individuals, small businesses, and corporations. The firm’s dedicated approach and personalized solutions are tailored to meet the unique needs of each client, regardless of their financial status.
Fees & Compensation
Praetorian Guard charges its clients a percentage of assets under management as its fee, which is based on the level of services provided. The firm believes in full transparency and provides a detailed breakdown of all fees and charges to its clients.
Background
The team at Praetorian Guard is made up of highly experienced and qualified professionals with a strong background in financial planning and investment management. The firm’s advisors hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrate their expertise and commitment to providing top-notch financial advice.
Financial Advisor Disclosures to Know
Praetorian Guard adheres to strict ethical standards and regulations set by industry organizations such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm has a clean disciplinary record and takes pride in maintaining the trust and confidence of its clients.