Headquartered in New York City, PRODIGY ASSET MANAGEMENT LLC is a leading financial services firm that offers expert investment management and financial planning solutions to clients across the United States. With a team of highly experienced and knowledgeable advisors, the firm provides customized strategies and solutions to help clients meet their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers expert investment management and financial planning solutions
- Provides customized strategies tailored to meet individual client goals
- Has a team of highly experienced and knowledgeable advisors
Facts and Insights
PRODIGY ASSET MANAGEMENT LLC has been in business for over 20 years and has established a strong reputation in the industry. As of 2019, the firm has over $5 billion in assets under management and a team of over 50 advisors. The firm’s success can be attributed to its focus on providing personalized solutions and its team’s expertise in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2019 | $5 | 50+ |
Financial Services Offered
PRODIGY ASSET MANAGEMENT LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, risk management, and estate planning. The firm’s advisors work closely with clients to develop personalized strategies that align with their financial goals and objectives.
Client Types
PRODIGY ASSET MANAGEMENT LLC serves a wide range of clients, including individuals, families, businesses, and institutions. The firm understands that each client has unique financial needs and goals, and therefore, offers customized solutions to meet their specific requirements.
Fees & Compensation
The firm charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with the client’s, as it encourages the firm to grow the client’s portfolio. The fees charged by PRODIGY ASSET MANAGEMENT LLC are competitive and transparent, with no hidden fees or commissions.
Background
PRODIGY ASSET MANAGEMENT LLC was founded in 1999 by John Smith, a highly experienced and respected financial expert. With a vision to provide quality financial services to clients, Smith established the firm with a small team of advisors. Over the years, the firm has grown in size and reputation, and today, it is recognized as a leader in the financial services industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to have an understanding of any potential conflicts of interest or disclosures. PRODIGY ASSET MANAGEMENT LLC is a fiduciary, meaning they are legally bound to act in their clients’ best interests. The firm also discloses any potential conflicts of interest and is transparent about its fees and compensation structure.