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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Firm Start Year
2006
No. of Employees
2-4
CRD#
1388119
Firm CRD#
141128
Insurance License#
403655
Name of Custodial Firm
Axos
States Licensed in
PA
Years of Experience in Financial Services
40
Number of Years with Current Firm
18
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
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
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's Number of Clients
100
Firm's Number of Planning Clients
100
Firm's Number of Managed Clients
100
Assets Managed by Firm
$58,000,000.00
Advisor's Number of Clients
100
Advisor's Number of Managed Clients
100
Advisor's Number of Planning Clients
100
Assets Managed by Advisor
$58,000,000.00
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
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.