How does the advisor help clients – Key Takeaways:
Preserver Partners is a financial advisory firm that assists clients in managing their finances and achieving their financial goals. Through their expertise and personalized approach, they help clients make sound financial decisions that align with their unique needs and circumstances. Here are the key takeaways of how Preserver Partners helps their clients:
- Creates customized financial plans based on clients’ goals and risk tolerance
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Works with various types of clients, from individuals to corporations
- Ensures transparency in fees and compensation
- Empowers clients to make informed financial decisions through education and guidance
Facts and Insights:
Preserver Partners was founded in 2005 and has since grown to become one of the most reputable financial advisory firms in the industry. As of December 2020, they have over $4 billion in assets under management and a team of 20 dedicated advisors. With their extensive experience and knowledge, they have helped numerous clients achieve financial success and stability.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 20 | $4 billion |
Financial Services Offered:
Preserver Partners offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include (but not limited to):
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
Client Types:
Preserver Partners works with a wide range of clients, including individuals, families, and corporations. Their services are tailored to meet the unique needs of each client, regardless of their net worth or financial goals. Their advisors work closely with clients to understand their objectives and develop a personalized financial plan to achieve them.
Fees & Compensation:
Preserver Partners believes in transparency when it comes to fees and compensation. They ensure that clients understand their fee structure and are aware of any potential conflicts of interest. They primarily charge a percentage of assets under management, and their rates are competitive compared to industry standards. They also offer a fee-only option for clients who prefer to pay a flat fee for their financial services.
Background:
Preserver Partners was founded by a team of experienced and knowledgeable financial experts who saw the need for a holistic approach to financial planning. Their team consists of certified financial planners, investment advisors, and tax professionals, all dedicated to helping clients navigate the complex world of finance. They stay updated on the latest market trends and regulations to provide clients with the best financial advice and support.
Financial Advisor Disclosures to Know:
Before engaging with a financial advisor, it is crucial to understand their background and any potential risks associated with their services. Preserver Partners has a clean record with regulatory bodies, and their advisors have no disclosures or disciplinary actions on their records. This is a testament to their ethical and professional approach to financial management.