How does the advisor help clients – Key Takeaways:
SANTORI & PETERS is an established financial services firm that provides expert advice and assistance to clients seeking to grow and manage their wealth. They are known for their high level of expertise and personalized approach, which allows them to cater to the unique needs and goals of each client.
Facts and Insights
SANTORI & PETERS has a strong track record of success, with over 20 years in the financial industry. They have managed over $1 billion in assets, and their team of advisors includes highly experienced professionals with diverse backgrounds and specialties.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 20+ years |
Financial Services Offered
SANTORI & PETERS offers a comprehensive range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
SANTORI & PETERS serves a wide range of clients, including high-net-worth individuals, families, business owners, and professionals. They also specialize in working with medical and legal professionals, offering tailored financial solutions to meet their unique needs.
Fees & Compensation
SANTORI & PETERS operates on a fee-only model, which means they do not earn commissions on financial products they recommend to clients. This ensures that their advice is unbiased and in the best interest of their clients. The fees are based on a percentage of the assets under management and are transparently outlined in their client agreements.
Background
SANTORI & PETERS was founded by John Santori and Maria Peters, two experienced financial advisors who shared a vision of providing comprehensive and personalized financial services to their clients. They have since grown their team of advisors and established a strong reputation in the industry for their expertise and high level of client satisfaction.
Financial Advisor Disclosures to Know
As a reputable and ethical firm, SANTORI & PETERS is committed to providing full transparency to their clients. They adhere to strict compliance standards and regularly disclose any potential conflicts of interest or disciplinary actions to ensure trust and transparency in their relationships with clients.