How does the advisor help clients – Key Takeaways:
RJ PACE FINANCIAL is a financial services firm that prides itself on providing expert financial guidance and advice to its clients. The firm is backed by a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Here are some key takeaways on how RJ PACE FINANCIAL helps its clients:
- Expert financial guidance and advice from experienced advisors
- Dedication to helping clients achieve their financial goals
- Access to a wide range of financial services
- Customized strategies tailored to each client’s unique needs
Facts and Insights
Founded in 2005, RJ PACE FINANCIAL has been in the financial services industry for over 15 years. During that time, the firm has established itself as a trusted and reliable source of financial guidance for individuals and businesses alike.
The firm’s team of advisors have a combined experience of over 50 years in the financial industry, making them well-equipped to handle a variety of financial situations and provide sound advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
In order to ensure the best possible service for clients, RJ PACE FINANCIAL carefully manages its assets and has a team of experienced advisors to assist clients with their financial needs. Here are some publicly available numbers about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
RJ PACE FINANCIAL offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
Client Types
The firm caters to both individuals and businesses, offering customized strategies for each type of client. RJ PACE FINANCIAL believes that every client’s financial situation is unique and requires a tailored approach for the best results.
Additionally, the firm serves clients of all income levels and has no minimum asset requirements.
Fees & Compensation
RJ PACE FINANCIAL operates on a fee-based compensation structure, meaning the firm receives a percentage of the assets under management as compensation for its services. This incentivizes the firm to grow clients’ assets and ensure their financial success.
The firm is transparent about its fees and discloses all costs to clients before any services are provided. This ensures that clients have a clear understanding of the fee structure and what they can expect from the firm.
Background
RJ PACE FINANCIAL was founded by Robert J. Pace, who has over 25 years of experience in the financial industry. He has built a team of dedicated and experienced advisors who share his commitment to providing expert financial guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RJ PACE FINANCIAL is required to disclose any potential conflicts of interest that may arise in the course of providing financial services. These disclosures are readily available to clients and ensure transparency in the advisor-client relationship.