How does the advisor help clients – Key Takeaways:
PRIME SOURCE ENTERPRISES, INC. is a financial advisory firm that specializes in helping clients achieve financial success. They work with individuals, families, and businesses to create customized financial plans that align with their specific goals and needs.
Their mission is to provide expert financial guidance and support to their clients, helping them secure their financial future and create long-term wealth.
With years of experience in the industry, they have gained a reputation for their expertise, integrity, and commitment to their clients’ success.
Facts and Insights
Founded in 2005, PRIME SOURCE ENTERPRISES, INC. has quickly grown to become one of the leading financial advisory firms in the country. They have a team of highly qualified financial experts who work tirelessly to provide top-notch financial services to their clients.
Their dedication to excellence and a client-centered approach has helped them build long-lasting relationships with their clients. As a result, they have a high retention rate, with many of their clients referring their friends and family to the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 15 |
| Time in Business: | 16 years |
Financial Services Offered
PRIME SOURCE ENTERPRISES, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of their key services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
PRIME SOURCE ENTERPRISES, INC. works with a diverse group of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
- Retirees
- Young professionals
- Small business owners
- Non-profit organizations
Fees & Compensation
PRIME SOURCE ENTERPRISES, INC. operates on a fee-based structure, where their advisors are compensated through a combination of fees and commissions. Their fees are based on a percentage of the assets under management and will vary depending on the services provided.
They believe in transparent and fair pricing and will always fully disclose all fees and compensation in advance.
Background
The team at PRIME SOURCE ENTERPRISES, INC. is made up of highly qualified and experienced financial experts. They have a diverse background in finance, investments, and taxation, allowing them to provide comprehensive and holistic financial advice to their clients.
They are committed to continuing education and staying up-to-date with the latest financial trends, strategies, and regulations. This helps them provide the most relevant and effective advice to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of potential conflicts of interest and any disclosures relating to the firm’s advisors. PRIME SOURCE ENTERPRISES, INC. fully discloses all potential conflicts and any disclosures required by the Securities and Exchange Commission (SEC).
They are committed to operating with the utmost transparency and ensuring their clients are fully informed at all times.