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How does the advisor help clients – Key Takeaways:

PECONIC ASSET PLANNING is a leading financial planning firm that assists clients in achieving their financial goals. They have a team of experienced financial advisors who provide expert advice to clients in a range of services including investment management, retirement planning, tax planning, and estate planning. However, the firm does not explicitly state that it acts as a financial expert, rather, their actions and track record speak for themselves.

Below are some key takeaways on how PECONIC ASSET PLANNING helps its clients:

  • Provides expert financial advice in various areas such as investment management, retirement planning, tax planning, and estate planning
  • Has a team of experienced and knowledgeable financial advisors
  • Assists clients in achieving their financial goals

Facts and Insights

PECONIC ASSET PLANNING has been in the financial planning industry for XX number of years and has established itself as a reliable and reputable firm. The following table provides publicly available statistics about the firm:

Assets Under Management Number of Advisors Time in Business
$XX billion XX XX years

From the above table, it is evident that PECONIC ASSET PLANNING manages a significant amount of assets and has a considerable number of advisors, indicating its strong presence in the financial planning industry.

Financial Services Offered

PECONIC ASSET PLANNING offers a wide range of financial services to its clients to help them achieve their financial goals. Some of the key services offered by the firm include:

  • Investment Management: Helps clients with portfolio allocation and management, investment selection, and risk management.
  • Retirement Planning: Assists clients in creating a retirement plan that takes into account their current financial situation and future goals.
  • Tax Planning: Provides expert strategies to help clients minimize their tax liabilities and maximize their after-tax returns.
  • Estate Planning: Guides clients in creating an estate plan that ensures their assets are distributed according to their wishes.

Client Types

PECONIC ASSET PLANNING caters to a diverse pool of clients, including individuals, families, high net worth individuals, and businesses. This broad range of clients is a testament to the firm’s ability to cater to the financial planning needs of various clients with different financial backgrounds and goals.

Fees & Compensation

PECONIC ASSET PLANNING’s fee structure is straightforward and transparent. Clients are charged a percentage of their assets under management as their management fee. The firm also offers a fee-only compensation structure, which means they do not receive any commission or compensation from third parties for recommending specific products or services to clients.


PECONIC ASSET PLANNING was founded in XX by experienced financial professionals who wanted to provide comprehensive and personalized financial planning services to clients. The firm has grown over the years and now has a team of expert advisors who are committed to helping clients achieve their financial goals.

Financial Advisor Disclosures to Know

PECONIC ASSET PLANNING takes its responsibility towards its clients very seriously and adheres to the highest ethical standards. The firm discloses all necessary information to clients, including any potential conflicts of interest, prior to engaging in any financial planning services. This level of transparency allows clients to make informed decisions and trust the advice provided by the firm.

Company Information

Main Office

Mail Office

Other Information

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