How does the advisor help clients – Key Takeaways:
Professional Investment Advisory Services, Inc. provides comprehensive and personalized investment advisory services to help clients meet their financial goals and objectives. Their team of highly experienced financial experts offer strategic guidance and support to clients to help them navigate through the complexities of the financial world.
Facts and Insights
Professional Investment Advisory Services, Inc. has been in the business of providing financial advice for over 20 years. They have a team of 25 advisors who collectively manage assets worth $500 million. They cater to a diverse range of clients, including high-net-worth individuals, businesses, and organizations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 20+ years |
Financial Services Offered
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Professional Investment Advisory Services, Inc. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Professional Investment Advisory Services, Inc. charges a fee based on a percentage of assets under management. This fee varies depending on the services provided and the size of the client’s portfolio. They may also receive compensation from the financial products they recommend, but they adhere to a fiduciary standard, meaning they always act in the best interest of their clients.
Background
Professional Investment Advisory Services, Inc. was founded in 1999 by John Smith, a certified financial planner with over 30 years of experience in the financial industry. Their team consists of highly qualified and experienced financial advisors who work together to provide exceptional service to their clients. They pride themselves on their integrity, transparency, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Professional Investment Advisory Services, Inc. is required to disclose any potential conflicts of interest to their clients. They are transparent about their fees, compensation, and any potential conflicts of interest that may arise. They also adhere to a strict code of ethics and are committed to acting in the best interest of their clients at all times.