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How does the advisor help clients – Key Takeaways:
The Pursino Advisory Group LLC is a renowned financial advisory firm known for its expert financial solutions and advice. The firm has been providing quality financial services for many years and has become a trusted partner for clients looking to achieve their financial goals. The following table showcases some important facts and insights about the advisor:
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
The Pursino Advisory Group LLC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services provided by the firm include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also offers specialized services for businesses, such as employee benefits and business succession planning.
Client Types
The advisor works with a variety of client types, including individuals, families, small businesses, and corporations. The team at Pursino Advisory Group LLC understands the unique needs of each client and tailors their services accordingly. The firm also has experience working with high-net-worth individuals and providing specialized services to meet their complex financial needs.
Fees & Compensation
Pursino Advisory Group LLC prides itself on its transparent and fair fee structure. The firm charges a percentage of the assets under management as its fee, which is a standard practice in the industry. The fees may vary depending on the services availed by the client, but the advisor ensures that all fees are fully disclosed and agreed upon by the client before any services are rendered.
Background
The Pursino Advisory Group LLC was founded by John Pursino, a highly qualified and experienced financial advisor. John has over 20 years of experience in the financial industry and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is also a member of several prestigious financial associations and continuously stays updated with the latest trends and advancements in the industry.
Financial Advisor Disclosures to Know
As a reputable and ethical financial advisory firm, Pursino Advisory Group LLC believes in full transparency with its clients. The firm has no disclosures or legal actions against it, and its advisors have a clean record. Pursino Advisory Group LLC holds itself to the highest standards of professionalism and upholds the fiduciary duty to always act in the best interest of its clients.