How
How does the advisor help clients – Key Takeaways:
PURVIS INVESTMENTS, INC. is a renowned financial firm that offers expert financial advice and services to its clients. The company is dedicated to helping clients achieve their financial goals and is recognized as a top advisor in the industry. Here are some key takeaways on how PURVIS INVESTMENTS, INC. helps its clients:
- Provides customized financial solutions based on each client’s unique financial goals and needs.
- Provides expert advice and recommendations to guide clients towards making sound financial decisions.
- Offers a wide range of financial services and solutions to cater to all aspects of a client’s financial needs.
- Uses advanced financial tools and technologies to analyze and manage clients’ portfolios.
- Empowers clients with financial knowledge and education to make informed decisions about their investments.
Facts and Insights
PURVIS INVESTMENTS, INC was founded in 2005 and has been in the business of providing financial guidance for over 15 years. The company has a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals. With a track record of success and a solid reputation in the industry, PURVIS INVESTMENTS, INC. is a reliable and trustworthy choice for anyone seeking financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
PURVIS INVESTMENTS, INC. offers a comprehensive range of financial services to its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
- Wealth Management
Client Types
PURVIS INVESTMENTS, INC. caters to a diverse client base, including individuals, families, and small businesses. The company understands that each client has unique financial goals and needs, and strives to provide personalized solutions to meet these needs.
Fees & Compensation
PURVIS INVESTMENTS, INC. is a fee-based firm, which means advisors are compensated through a combination of fees and commissions. This ensures that the interests of the client and the advisor are aligned, as the advisor’s compensation is directly tied to the success of the client’s investments.
Background
PURVIS INVESTMENTS, INC. was founded by Mr. John Purvis, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Purvis is a certified financial planner (CFP) and a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He leads a team of skilled and knowledgeable advisors who are dedicated to providing exceptional financial advice and services to clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, PURVIS INVESTMENTS, INC. adheres to all legal and ethical standards in the industry. The company takes pride in its transparency and always works in the best interest of its clients. Below are some important disclosures for clients to be aware of:
- PURVIS INVESTMENTS, INC. may charge a fee for its services, including fees for investment management, financial planning, and other services.
- Advisors at PURVIS INVESTMENTS, INC. may also receive compensation from third-party companies for recommending their products or services to clients.
- Clients are encouraged to review and understand all fees and compensation structures before entering into an agreement with PURVIS INVESTMENTS, INC.
- Advisors at PURVIS INVESTMENTS, INC. are legally bound to disclose any potential conflicts of interest and act in the best interest of their clients at all times.