How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Assists clients in making informed financial decisions
- Helps clients achieve their financial goals
Facts and Insights
PCIDX GROUP LLC is a leading financial services firm that offers a wide range of services to its clients. With a team of experienced financial experts, the firm is committed to providing exceptional advice and support to help clients make the most of their financial resources.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $5 billion |
|---|---|
| Number of Advisors: | 50 |
| Time in Business: | 15 years |
Financial Services Offered
PCIDX GROUP LLC offers a comprehensive range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Trusts and estates
Fees & Compensation
PCIDX GROUP LLC operates on a fee-based compensation model, meaning their fees are based on a percentage of the assets under management. This model aligns their interests with those of their clients, as the more the client’s assets grow, the more compensation the firm receives. They do not work on a commission-based model, eliminating any potential conflicts of interest.
Background
PCIDX GROUP LLC was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. Today, the firm has grown to become one of the most reputable financial services firms, serving clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, PCIDX GROUP LLC is committed to transparency and follows all relevant disclosure requirements. Some important disclosures to note include:
- The firm has a fiduciary duty to act in the best interest of their clients at all times.
- The firm or its advisors may have potential conflicts of interest when recommending certain investment products or services.
- The firm may receive compensation from third parties for recommending certain investment products or services.