How does the advisor help clients – Key Takeaways:
PRUSIK INVESTMENT MANAGEMENT LLP is a leading financial advisory firm that provides personalized investment management services to its clients. With a team of expert financial advisors, the firm aims to help clients achieve their financial goals and secure their financial future.
The following are the key takeaways of how PRUSIK INVESTMENT MANAGEMENT LLP helps its clients:
- Provides personalized investment management services
- Has a team of expert financial advisors
- Helps clients achieve their financial goals
- Ensures financial security for the future
Facts and Insights
Here are some important facts and insights about PRUSIK INVESTMENT MANAGEMENT LLP:
- Assets Under Management: $500 million (as of 2021)
- Number of Advisors: 10
- Time in Business: 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Total | $500 million | 10 | 15 years |
Financial Services Offered
PRUSIK INVESTMENT MANAGEMENT LLP offers a wide range of financial services to its clients, including:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
PRUSIK INVESTMENT MANAGEMENT LLP serves a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
- High-net-worth individuals
Fees & Compensation
PRUSIK INVESTMENT MANAGEMENT LLP charges its clients based on a percentage of assets under management. The firm believes in transparent and fair pricing and does not charge any hidden fees. Clients can expect to pay the following fees:
- 0.75%-1.5% for investment management services
- Flat fees for financial planning services
- Additional fees may apply for specialized services
Background
PRUSIK INVESTMENT MANAGEMENT LLP was founded in 2006 by a group of experienced financial professionals who shared a common vision of providing top-notch investment management services to clients. The firm has a proven track record of success, helping clients achieve their financial goals and providing a secure future for themselves and their families.
Financial Advisor Disclosures to Know
As a financial advisor, PRUSIK INVESTMENT MANAGEMENT LLP is required to disclose any potential conflicts of interest and any past or pending legal or disciplinary actions. The firm maintains a clean record and has no reported disclosures.