How does the advisor help clients – Key Takeaways:
TEMPUS PECUNIA is a leading financial advisory firm that provides expert guidance and management services to clients seeking to achieve financial success. With a team of experienced and knowledgeable advisors, TEMPUS PECUNIA helps individuals, families, and businesses develop personalized financial plans and overcome economic challenges.
Facts and Insights
TEMPUS PECUNIA has been in business for over 20 years and has built a strong reputation for its expertise and dedication to its clients. As of 2020, the firm has over $1 billion in assets under management (AUM) and a team of 15 highly qualified financial advisors. TEMPUS PECUNIA has a diverse client base, with a focus on high-net-worth individuals, families, and small businesses.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion | 15 |
Financial Services Offered
TEMPUS PECUNIA offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include investment management, retirement planning, tax planning, estate planning, insurance planning, and business succession planning. With its extensive knowledge and resources, the firm is able to provide comprehensive solutions tailored to each client’s unique needs.
Client Types
TEMPUS PECUNIA serves a diverse clientele, including individuals, families, and small businesses. The firm’s services are designed to meet the specific needs of each client, regardless of their income or net worth. TEMPUS PECUNIA understands that every client is different, and therefore, provides customized solutions to help them achieve their financial goals.
Fees & Compensation
TEMPUS PECUNIA operates on a fee-only basis, which means that the firm is compensated solely by the fees paid by its clients. This fee structure allows the firm to act in the best interest of its clients, without any conflict of interest. The firm’s fees are based on the assets under management and are transparent and competitive. TEMPUS PECUNIA also offers an initial consultation at no cost to potential clients.
Background
TEMPUS PECUNIA was founded in 1999 by a team of experienced financial advisors who shared a common vision of helping clients achieve financial success. With a strong commitment to professionalism and excellence, the firm has grown over the years and is now recognized as a leader in the financial advisory industry. TEMPUS PECUNIA’s success is attributed to its dedication to its clients and its team of highly skilled advisors.
Financial Advisor Disclosures to Know
TEMPUS PECUNIA is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). The firm has a legal and fiduciary obligation to act in the best interest of its clients, ensuring that their investments are suitable and appropriate for their financial goals and risk tolerance. Additionally, all advisors at TEMPUS PECUNIA are required to provide disclosure documents to current and potential clients, which outline the firm’s services, fees, and any potential conflicts of interest.