How does the advisor help clients – Key Takeaways:
THE PLANNERS PROFESSIONAL SERVICES, INC., is a financial services firm that specializes in providing expert guidance and advice to clients on managing their finances. The firm is dedicated to helping clients achieve their financial goals through a range of services and strategies tailored to their individual needs. The following are key takeaways on how THE PLANNERS PROFESSIONAL SERVICES, INC. helps clients:
- Provides expert financial guidance and advice
- Offers a range of personalized financial services
- Tailors strategies to meet individual client needs
- Dedicated to helping clients achieve their financial goals
Facts and Insights
Here are some important facts and insights about THE PLANNERS PROFESSIONAL SERVICES, INC.:
- Assets Under Management: $10 million (as of December 31, 2020)
- Number of Advisors: 5
- Time in Business: 10 years
| Assets Under Management | $10 million (as of December 31, 2020) | Number of Advisors | 5 | Time in Business | 10 years |
Financial Services Offered
THE PLANNERS PROFESSIONAL SERVICES, INC., offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
THE PLANNERS PROFESSIONAL SERVICES, INC., works with a diverse range of clients, including:
- High-net-worth individuals
- Working professionals
- Small business owners
- Families
- Retirees
Fees & Compensation
THE PLANNERS PROFESSIONAL SERVICES, INC., charges fees based on a percentage of assets under management. The firm is committed to providing transparent and competitive fees for its services, and clients can expect to pay the following fees:
- 1% per year for assets under management up to $1 million
- 0.75% per year for assets under management between $1 million and $5 million
- 0.5% per year for assets under management over $5 million
THE PLANNERS PROFESSIONAL SERVICES, INC., does not receive any commissions or third-party payments, ensuring that the firm’s interests are aligned with the best interests of its clients.
Background
THE PLANNERS PROFESSIONAL SERVICES, INC., was founded in 2010 by a team of financial experts with a passion for helping individuals and families achieve financial success. Over the years, the firm has built a strong reputation for providing expert financial guidance and personalized services to its clients.
Financial Advisor Disclosures to Know
As a financial services firm, THE PLANNERS PROFESSIONAL SERVICES, INC., takes its fiduciary responsibility seriously and is committed to acting in the best interests of its clients. The following are some important disclosures to know:
- Acting as a fiduciary – This means that the firm is legally bound to act in the best interests of its clients and must always put the client’s needs before its own.
- No conflicts of interest – THE PLANNERS PROFESSIONAL SERVICES, INC., does not receive any commissions or kickbacks from third parties, ensuring that its