How does the advisor help clients – Key Takeaways:
Professional Management Associates, Inc. (PMA) is a highly regarded financial management firm that provides expert advice and guidance to its clients. With a team of experienced advisors, PMA helps individuals and businesses achieve their financial goals by providing a wide range of services.
Some key takeaways about how PMA helps its clients are:
- Expert financial advice and guidance
- A team of experienced advisors
- A wide range of financial services
- Customized solutions for each client
- Commitment to client success
Facts and Insights:
PMA has been in business for over 25 years and has established a strong reputation for its expertise and professionalism. The firm has helped countless individuals and businesses achieve financial success through its personalized approach and comprehensive services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 25+ years |
Financial Services Offered:
PMA offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered by PMA include:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
Client Types:
PMA works with a variety of clients, including individuals, families, and businesses. The firm takes a personalized approach to each client and tailors its services to meet their specific needs and goals.
Fees & Compensation:
PMA operates on a fee-only basis, meaning that its advisors do not earn commissions for recommending certain products or services. This ensures that PMA’s advice is unbiased and in the best interest of the client. The firm’s fees are based on a percentage of the assets under management, providing an incentive for the advisors to help their clients grow their investments.
Background:
Professional Management Associates, Inc. was founded in 1995 by John Smith, a highly experienced financial advisor. Smith recognized the need for a comprehensive and personalized approach to financial management, and PMA was formed with the mission of providing expert advice and guidance to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PMA is required to disclose any potential conflicts of interest to its clients. This includes disclosing any fees or commissions earned by the firm or its advisors from third parties for recommending certain products or services. PMA takes this responsibility seriously and always acts in the best interest of its clients.