Limerick Financial Group LLC- Financial Advisor Limerick, PA

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About Limerick Financial Group, LLC.

When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.. We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan. Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.

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General Information

Firm Start Year

2006

No. of Employees

CRD#

1388119

Firm CRD#

141128

Insurance License#

403655

Name of Custodial Firm

Axos

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Chuck started in the industry on the risk management side of the business. Limerick Financial Group, LLC was started to give planning clients the opportunity to fund their Financial Plan with assets that were actively managed to help avoid down drafts in the market.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFS, CAS^™, BCA, BCM, CDS,CES, CIS, CSS, CTS, BCE, MSFS, RFC^®

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Property, Casualty, Accident, Annuity, Health, Variable Annuity, HMO, Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$58,000,000.00

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$58,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Tiered

Hourly Rate

None

Additional Details on Charges

Fees are currently charged on assets under management.

Minimum Fee Charged for Managed Accounts

None

Minimum Fee Charged for Hourly Planning Accounts

None

Disclaimer

This is not an offer to buy or sell securities. Past performance is no guarantee of future results. You may have a gain or loss when selling an investment. Not FDIC insured. Not bank guaranteed. Always ask for and examine an advisory agreement, part 2A brochure and part 2B disclosure before investing. Limerick Financial Group, LLC does not offer tax or legal advice. Always consult a professional for your specific needs.

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Limerick Financial Group, LLC.