How does the advisor help clients – Key Takeaways:
Preakness Retirement Advisors, LLC is a leading financial advisory firm that offers comprehensive financial planning and investment management services to individuals and businesses. The firm utilizes a personalized approach to help its clients achieve their financial goals and secure their financial future.
- Provides personalized financial planning and investment management services to individuals and businesses.
- Offers a holistic approach to help clients achieve their financial goals and secure their financial future.
- Utilizes a team-based approach and leverages the expertise of its advisors to provide tailored solutions to each client.
Facts and Insights
Preakness Retirement Advisors, LLC has been in the financial services industry for over 15 years and has established a strong reputation for its expertise and client-centric approach. The firm has a proven track record of delivering high-quality financial advice and achieving excellent results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
*Note: These figures are publicly available and subject to change.
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types
Preakness Retirement Advisors, LLC serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Non-profits
Fees & Compensation
Preakness Retirement Advisors, LLC charges a fee based on a percentage of assets under management. The firm believes in transparency and discloses all fees and potential conflicts of interest to its clients in advance. This fee structure aligns the advisor’s interests with the client’s, ensuring that the client’s financial success is the top priority.
Background
Preakness Retirement Advisors, LLC was founded by a team of experienced financial advisors with a passion for helping individuals and businesses achieve their financial goals. The firm prides itself on its personalized approach and commitment to providing unbiased, expert financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Preakness Retirement Advisors, LLC is required to disclose any potential conflicts of interest or legal or disciplinary events that may impact their ability to provide financial advice to clients. The firm has a clean record and is committed to maintaining the highest ethical standards in all its dealings.