How does the advisor help clients – Key Takeaways:
A Narrow Road LLC prides itself on being a financial expert without boasting about it. They strive to provide professional and impartial advice to their clients in order to help them achieve their financial goals. By taking a holistic approach to financial planning and utilizing their expertise in the industry, A Narrow Road LLC is able to provide valuable services to their clients.
Facts and Insights
A Narrow Road LLC has been in business for over 10 years, with a team of highly experienced and knowledgeable advisors. They currently have assets under management (AUM) of $50 million and have a client base of over 100 individuals and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | Over 10 years |
Financial Services Offered
A Narrow Road LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
A Narrow Road LLC caters to both individual and business clients. Their individual clients include high net-worth individuals, professionals, and retirees. For businesses, they offer services such as employee benefits planning and business succession planning.
Fees & Compensation
A Narrow Road LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are determined based on the complexity and scope of the services provided.
Background
The team at A Narrow Road LLC consists of highly educated and experienced advisors with backgrounds in finance, accounting, and law. They are dedicated to continuously expanding their knowledge and staying updated on industry trends to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, A Narrow Road LLC is required to disclose any potential conflicts of interest or disciplinary actions. Interested clients can access these disclosures through the Securities and Exchange Commission’s (SEC) Investment Adviser Public Disclosure (IAPD) website.