How does the advisor help clients – Key Takeaways:
Presidio Partners Management, LLC is a financial management firm that offers a wide range of services to its clients. With experienced advisors and a transparent approach, the firm helps clients achieve their financial goals and make well-informed decisions.
Facts and Insights:
Presidio Partners Management, LLC was founded in 2001 and has been in business for over 20 years. Currently, the firm manages over $2 billion in assets and has a team of 25 dedicated advisors who specialize in various financial services.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | Over 20 years |
Financial Services Offered:
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types:
Presidio Partners Management, LLC caters to a diverse range of clients, including individuals, families, high net worth individuals, and institutions. Their services are tailored to meet the specific needs and goals of each client.
Fees & Compensation:
The firm charges a percentage of assets under management as its compensation. This fee structure aligns the firm’s interests with its clients’ and encourages the advisors to focus on maximizing returns for the clients.
Background:
Presidio Partners Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm follows a fiduciary standard, which means they are legally obligated to act in the best interests of their clients.
Financial Advisor Disclosures to Know:
Presidio Partners Management, LLC ensures full transparency by disclosing all relevant information to its clients. This includes any conflicts of interest, fees, performance, and disciplinary history. The firm also has a dedicated compliance team that ensures all regulations are followed.