How does the advisor help clients – Key Takeaways:
In addition to serving as a reputable financial expert, 26 NORTH provides a wide range of services to assist clients in managing their finances and achieving their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. Through their extensive expertise and experience, clients can trust 26 NORTH to help them make informed financial decisions and navigate the complexities of the market.
Facts and Insights
26 NORTH has been in business for over 15 years and has amassed a total of $2 billion in assets under management. With over 100 advisors on their team, they have a diverse range of expertise to provide clients with comprehensive financial solutions. Their success and longevity in the industry is a testament to their commitment to helping clients achieve financial stability and success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 100+ | Over 15 years |
Financial Services Offered
26 NORTH offers a wide range of financial services to cater to the needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
26 NORTH works with a diverse range of clients, including individuals, families, and businesses. Whether clients are just starting their financial journey or are seasoned investors, 26 NORTH has the expertise to provide tailored financial solutions for each client’s unique needs and goals.
Fees & Compensation
26 NORTH operates on a fee-based compensation model, meaning their advisors are compensated through fees for their services rather than commissions on sales. This ensures that their interests are aligned with those of their clients, and eliminates any conflicts of interest that may arise from commission-based compensation models.
Background
26 NORTH was founded in 2005 by a team of financial experts with a shared vision of providing top-notch financial services to clients. As a Registered Investment Advisor (RIA), they are held to fiduciary standards and always put their clients’ best interests first. With a team of experienced and knowledgeable advisors, 26 NORTH continues to grow and make a positive impact on the financial industry.
Financial Advisor Disclosures to Know
As a trusted financial advisor, 26 NORTH is committed to transparency and ensuring their clients are informed about any potential conflicts of interest. To maintain this transparency, they provide their clients with the following disclosures:
- 26 NORTH is a Registered Investment Advisor, meaning they are held to fiduciary standards and are legally obligated to act in the best interests of their clients.
- Some advisors at 26 NORTH may also be licensed insurance agents, and may earn a commission if a client purchases an insurance product through them. However, this is disclosed to clients and does not affect their recommendations or advice.
- 26 NORTH may use third-party securities custodians for clients’ accounts, and fees may be charged by these custodians. These fees are disclosed and may include trading fees, transaction fees, and fees for other services.