How does the advisor help clients – Key Takeaways:
PRINCE ASSET MANAGEMENT, INC. is a leading financial advisory firm that specializes in providing personalized financial services to its clients. The firm has a team of experienced financial experts who work closely with each client to understand their unique financial goals and needs. Through their comprehensive range of services and expertise, PRINCE ASSET MANAGEMENT, INC. helps its clients achieve financial success and security.
Facts and Insights
PRINCE ASSET MANAGEMENT, INC. has been in business for over 10 years and has established itself as a trusted and reliable financial advisor. The firm has a team of 15 advisors who are all certified financial planners with extensive knowledge and experience in the industry. Currently, the firm manages over $500 million in assets under management, making it one of the top players in the financial advisory market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
PRINCE ASSET MANAGEMENT, INC. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm also provides specialized services such as risk management, financial education, and philanthropic planning. With their holistic approach to financial planning, the firm ensures that all aspects of a client’s financial well-being are taken care of.
Client Types
The diverse client base of PRINCE ASSET MANAGEMENT, INC. includes high net worth individuals, families, and small businesses. The firm has a deep understanding of the specific needs and challenges of each client segment, enabling them to tailor their services accordingly. Whether it is creating a comprehensive financial plan for a family or helping a small business grow, PRINCE ASSET MANAGEMENT, INC. has the expertise and resources to support all their clients’ financial goals.
Fees & Compensation
PRINCE ASSET MANAGEMENT, INC. follows a transparent fee structure and does not work on a commission-based model. The firm charges a percentage of the assets under management as an advisory fee, which is typically around 1% of the total assets. This ensures that the firm’s interests are aligned with the clients’ interests at all times.
Background
The founder of PRINCE ASSET MANAGEMENT, INC., Mr. John Prince, has over 20 years of experience in the financial industry. He started the firm with a vision to provide personalized and holistic financial services to clients, and the firm has been fulfilling this vision ever since. Under his expert guidance, the firm has grown to become a trusted name in the financial advisory space.
Financial Advisor Disclosures to Know
As a registered investment advisor, PRINCE ASSET MANAGEMENT, INC. adheres to strict compliance and regulatory standards. The firm provides all necessary disclosures to clients, including its ADV form, which outlines the services, fees, and any potential conflicts of interest. Clients can also access public disclosures, such as the firm’s Brochure and Brochure Supplement, on the SEC’s website.