How does S.P. PARKIN & CO. help clients – Key Takeaways:
S.P. PARKIN & CO. is a reputable and experienced financial firm that offers a range of services to help clients achieve their financial goals. As a financial expert, they employ their expertise and knowledge to help clients navigate the complex world of finance and make sound financial decisions. Here are some key takeaways on how S.P. PARKIN & CO. assists clients:
- Provides personalized financial advice based on clients’ specific goals and needs
- Offers a diverse range of financial services to meet a variety of financial needs
- Employs experienced and knowledgeable advisors to guide clients through their financial journey
- Actively monitors and manages clients’ investments to ensure optimal performance and risk management
Facts and Insights
S.P. PARKIN & CO. has been in business for over 20 years, serving clients with their financial expertise and services. As of 2020, they have over $1 billion in assets under management and a team of 25 experienced advisors. Through their years of operation, they have gained valuable insights and knowledge in the financial industry, making them a trusted and reliable partner for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | 20+ years |
Financial Services Offered
S.P. PARKIN & CO. offers a range of financial services to meet diverse client needs. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
S.P. PARKIN & CO. serves a variety of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
S.P. PARKIN & CO. is a fee-only firm, which means they are compensated solely by their clients and do not receive commissions or incentives from third parties. This ensures transparency in their services and eliminates any potential conflicts of interest. Their fees are based on a percentage of assets under management, with rates varying depending on the scope of services provided.
Background
S.P. PARKIN & CO. was founded in 1998 by Steven P. Parkin, who has over 30 years of experience in the financial industry. With a team of experienced advisors and a solid track record of financial success, S.P. PARKIN & CO. has established itself as a trusted and reputable financial firm in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, S.P. PARKIN & CO. is required to disclose any potential conflicts of interest or disciplinary actions to their clients. They also follow strict ethical and regulatory standards to ensure the best interest and protection of their clients. Clients can access this information through the firm’s Form ADV, which is publicly available on the SEC website.