How does the advisor help clients – Key Takeaways:
PIERPOINT CAPITAL LLC is a premier financial advisory firm that has been offering expert financial services to clients for over 10 years. With a team of knowledgeable and experienced advisors, PIERPOINT CAPITAL LLC helps clients achieve their financial goals by providing personalized and strategic advice.
The following are some key takeaways of how PIERPOINT CAPITAL LLC helps clients:
- Offers personalized financial planning services tailored to each client’s unique financial goals and needs.
- Provides strategic investment advice aimed at maximizing returns and minimizing risks.
- Offers access to a wide range of financial products and services to meet the diverse needs of clients.
- Regularly reviews and adjusts financial plans to ensure they remain aligned with clients’ objectives and changing market conditions.
Facts and Insights:
Here are some key facts and insights about PIERPOINT CAPITAL LLC:
- Assets under management: $500 million (as of December 31, 2019)
- Number of advisors: 15
- Time in business: Over 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Time in business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered:
PIERPOINT CAPITAL LLC offers a comprehensive range of financial services to meet the diverse needs and goals of its clients. These include:
- Financial planning and goal setting
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
PIERPOINT CAPITAL LLC caters to a wide range of clients, including:
- High-net-worth individuals and families
- Business owners and entrepreneurs
- Retirees
- Professionals and executives
- Institutional investors
Fees & Compensation:
PIERPOINT CAPITAL LLC operates on a fee-based compensation model, which means that advisors are compensated based on a percentage of the assets under management. This ensures that their interests are aligned with those of clients, as their compensation is directly tied to the performance of the client’s portfolio. Fees may also be charged for specific services, such as financial planning or consultation.
Background:
PIERPOINT CAPITAL LLC was founded in 2008 by a team of financial experts with the goal of providing top-notch financial advisory services to clients. With over a decade of experience in the industry, the firm has established a strong reputation for its personalized approach and successful track record in helping clients achieve their financial goals. The team at PIERPOINT CAPITAL LLC is made up of highly qualified advisors with diverse backgrounds and expertise, allowing them to provide comprehensive and well-rounded advice to clients.
Financial Advisor Disclosures to Know:
As a financial advisor, PIERPOINT CAPITAL LLC is committed to transparency and providing clients with all necessary information to make informed decisions. Some important disclosures to know about the firm include:
- The firm has a clean record with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA).
- There are no legal or regulatory actions or disciplinary proceedings against the firm or any of its advisors.
- PIERPOINT CAPITAL LLC has a fiduciary duty to act in the best interests of its clients at all times.