Facts and Insights
SANTORI & PETERS provides expert financial advisory services to clients seeking personalized and comprehensive solutions for their financial needs. With a team of experienced advisors and a diverse range of financial services, SANTORI & PETERS is well-equipped to assist clients in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- SANTORI & PETERS offers personalized and comprehensive financial solutions to clients.
- The team consists of experienced advisors who are equipped to assist clients in achieving their financial goals.
- They provide a diverse range of financial services to cater to the unique needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
Client Types
SANTORI & PETERS caters to a diverse range of clients, including:
- High Net Worth Individuals
- Business Owners
- Retirees
- Professionals
Fees & Compensation
SANTORI & PETERS charges a competitive fee for their services, which is based on a percentage of assets under management. This fee structure ensures that the advisors are aligned with their clients’ interests and incentivized to help them achieve their financial goals.
Background
SANTORI & PETERS was founded 15 years ago by financial experts John Santori and Jane Peters. With their combined experience of over 30 years in the financial industry, they have built a reputable and trusted firm that caters to the unique needs of their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, SANTORI & PETERS has certain disclosures that clients should be aware of. These include any criminal or bankruptcy history, regulatory actions, and conflicts of interest. They are transparent and upfront about any such disclosures, ensuring their clients have all the information necessary to make informed decisions.