How does the advisor help clients – Key Takeaways:
Facts and Insights
PROCURE ETFs is a financial advisory firm that specializes in providing clients with expert financial advice and guidance. With a team of experienced professionals, they help clients make informed decisions about their investments and financial goals. Here are some key takeaways about how they assist clients:
- Provide personalized financial plans based on clients’ unique needs and goals.
- Offer diversified investment options, including exchange-traded funds (ETFs), stocks, and bonds.
- Regularly review and adjust clients’ portfolios to ensure they align with their goals and risk tolerance.
- Educate clients on financial strategies and market trends to help them make more informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 10 years |
As of the end of 2020, PROCURE ETFs had over $1.5 billion in assets under management. Their team consists of 12 experienced advisors who have been in the financial industry for a combined 10 years. These figures demonstrate their stability and success in managing clients’ investments over the years.
Financial Services Offered
PROCURE ETFs offers a wide range of financial services to help clients achieve their financial goals. These include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Their team of experts can assist clients in all areas of their financial lives, from creating a solid retirement plan to growing their investments for future goals.
Client Types
PROCURE ETFs works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
Their services are tailored to each client’s specific needs and goals, regardless of their financial background or stage in life.
Fees & Compensation
PROCURE ETFs operates on a fee-only model, meaning they do not earn commissions on clients’ investments. This ensures that their advice is unbiased and solely focused on the client’s best interests. Their fees are based on a percentage of assets under management, providing clients with a transparent and fair compensation structure.
Background
PROCURE ETFs was founded in 2010 by Financial Group, a renowned financial planning and advisory firm. With their team of experienced advisors and access to top-notch resources and technology, PROCURE ETFs has become a leader in the financial industry, providing clients with expert guidance and customized solutions for their financial needs.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is essential to understand their background and any disclosures they may have. PROCURE ETFs values transparency and always discloses the following information to clients:
- Any conflicts of interest that may arise
- Any legal or disciplinary actions against the firm or its advisors
- Any financial relationships with third-party companies
Clients can trust PROCURE ETFs to provide them with honest and ethical advice, backed by full transparency and disclosure.