How does the advisor help clients – Key Takeaways:
Preservation Capital Partners Limited (PCP) is a financial advisory firm that provides comprehensive wealth management services to its clients. They strive to help their clients achieve their financial goals by providing expert advice and personalized solutions.
Their key approach is to analyze each client’s unique financial situation and develop a customized plan tailored specifically to their needs. They also provide ongoing monitoring and communication to ensure that their clients’ financial plans are always aligned with their evolving goals.
Facts and Insights
Founded in 2005, PCP has over 15 years of experience in the financial industry. They have gained a deep understanding of the market trends and have the expertise to navigate through various economic cycles.
As of the end of 2020, PCP manages over $2 billion in assets under management (AUM) for their clients. They have a team of more than 20 experienced financial advisors who are committed to providing the highest level of service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Assets Under Management: | $2 billion (as of 2020) |
| Number of Advisors: | 20+ |
Financial Services Offered
PCP offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance and Risk Management
- Tax Planning
- Education Planning
Client Types
PCP serves a diverse range of clients, including individuals, families, and businesses. They work with clients who have varying levels of wealth and financial goals.
They also cater to different life stages, from young professionals just starting their careers to retirees looking to preserve their wealth.
Fees & Compensation
PCP charges a fee for their services based on a percentage of a client’s AUM. They believe in transparent pricing and do not receive any commissions or incentives for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
PCP was founded by a team of experienced financial experts who shared a common goal of helping clients preserve and grow their wealth. They have built a reputation for their personalized, client-centric approach and have received numerous awards and recognition for their services.
Financial Advisor Disclosures to Know
PCP is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose any potential conflicts of interest to their clients.
They have a fiduciary duty to act in the best interest of their clients and always provide full transparency in their recommendations and services.