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How does the advisor help clients – Key Takeaways:
PRESIDIO INVESTORS LLC is a leading financial advisory firm that provides expert guidance and support to clients looking to make informed decisions about their finances. Through their extensive expertise and experience, they offer a wide range of financial services and personalized solutions to help clients achieve their goals.
Facts and Insights
PRESIDIO INVESTORS LLC is a registered investment advisor and was founded in 2005. The firm is headquartered in New York City and has a team of 10 financial advisors. The company has a client retention rate of 95% and manages over $500 million in assets.
The company prides itself on its exclusive focus on providing top-notch financial advice and services to its clients. With a team of highly qualified and experienced financial advisors, PRESIDIO INVESTORS LLC is committed to delivering personalized and comprehensive financial solutions tailored to each client’s unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Established in 2005 |
Financial Services Offered
PRESIDIO INVESTORS LLC offers a wide range of financial services to cater to the needs of various clients. These services include:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Education planning
- Business planning
Client Types
PRESIDIO INVESTORS LLC works with a diverse range of clients, including individuals, high-net-worth individuals, families, and small businesses. The company understands that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
PRESIDIO INVESTORS LLC charges fees based on a percentage of assets under management. The company’s fees range from 1%-2%, depending on the size of the client’s portfolio. The firm has a transparent fee structure and does not charge any hidden fees, ensuring clients know exactly what they are paying for.
Background
The team at PRESIDIO INVESTORS LLC consists of highly qualified and experienced financial experts, including certified financial planners, investment advisors, and tax professionals. The company values lifelong relationships with its clients, and their team is focused on providing exceptional service and support to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
PRESIDIO INVESTORS LLC is a registered investment advisor and is bound by fiduciary duty to act in the best interests of its clients. As such, the company has no disclosures related to disciplinary actions, legal events, or conflicts of interest.