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How does the advisor help clients – Key Takeaways:
PUSHKIN ADVISORY GROUP, LLC is committed to providing exceptional financial services to its clients. They specialize in providing personalized financial advice and guidance to assist individuals and businesses in achieving their financial goals. Their expertise and experience in the financial industry make them a trusted partner for clients seeking to improve their financial well-being.
Facts and Insights:
PUSHKIN ADVISORY GROUP, LLC has been in the financial industry for over 15 years. They have a team of experienced and knowledgeable advisors who are dedicated to providing the best financial solutions for their clients. Their depth of experience and expertise allows them to offer valuable insights and advice to their clients, helping them make well-informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
PUSHKIN ADVISORY GROUP, LLC offers a wide range of financial services to meet the diverse needs of their clients. They provide investment management, retirement planning, tax planning, estate planning, insurance planning, and more. Their team of advisors works closely with clients to develop customized financial plans that align with their unique goals and circumstances.
Client Types:
PUSHKIN ADVISORY GROUP, LLC serves both individual and corporate clients. Their individual clients include high net worth individuals, retirees, and professionals seeking to build and preserve wealth. They also work with small to medium-sized businesses, providing financial planning and consultation services to help them achieve their business goals.
Fees & Compensation:
PUSHKIN ADVISORY GROUP, LLC believes in transparent and fair fee structures. They charge a percentage of the client’s assets under management as their fee, which can range from 1% to 2%. They may also charge an hourly rate for their financial planning and consultation services. The fee structure is discussed and agreed upon with the client before any services are provided.
Background:
PUSHKIN ADVISORY GROUP, LLC was founded by financial experts with years of experience in the industry. They have created a team of highly qualified advisors who are passionate about helping clients achieve their financial goals. Their commitment to excellence and client satisfaction has earned them a reputation as a trusted and reliable financial advisory group.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PUSHKIN ADVISORY GROUP, LLC is required by law to disclose any potential conflicts of interest to their clients and maintain transparency in their services and fees. They have a fiduciary responsibility to act in the best interests of their clients and avoid any conflicts of interest that may arise. Their full disclosures can be found on their website or provided upon request.