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About Profectus Wealth Management
Profectus Wealth Management is a leading financial advisory firm, dedicated to helping clients achieve their financial goals and maintain long-term financial success.
How the Advisor Helps Clients: Key Takeaways
Profectus Wealth Management offers personalized financial advice and services to help clients navigate the complex world of investing and financial planning. Their team of experienced advisors work closely with each client to develop a customized strategy based on their individual financial goals, risk tolerance, and time horizon.
Facts and Insights
As a trusted financial expert, Profectus Wealth Management stays up-to-date on the latest market trends and insights, to provide clients with expert advice and recommendations for their financial portfolio. They also offer a variety of educational resources and tools to help clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million in client assets |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- College savings planning
Client Types
Profectus Wealth Management works with a diverse range of clients, including individual investors, families, and small business owners. They also have expertise in working with high-net-worth clients and providing wealth management services.
Fees & Compensation
Profectus Wealth Management is a fee-based advisory firm, meaning they charge a fee based on a percentage of the client’s assets under management. This ensures that their advisors have a vested interest in the success of their clients’ investments. They are transparent about their fees and always work to minimize costs for their clients.
Background
Profectus Wealth Management was founded in 2000 and has since grown to become a well-respected and reputable financial advisory firm. Their team of advisors has a combined experience of 100 years and is committed to providing top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
Profectus Wealth Management prides itself on maintaining the highest level of ethical standards and transparency in all of their client interactions. They strive to always act in the best interest of their clients and disclose any potential conflicts of interest, as required by law.