How does the advisor help clients – Key Takeaways:
MANDEVILLE PRIVATE CLIENT USA INC. acts as a trusted financial expert for its clients, providing personalized and comprehensive financial advice and services tailored to each client’s individual needs and goals. From investment management to financial planning, the advisor helps clients make informed decisions and achieve financial success.
Facts and Insights:
The firm was founded in 1999 and has been in business for over 20 years. As of 2021, MANDEVILLE PRIVATE CLIENT USA INC. has over $10 billion in assets under management and employs a team of experienced and knowledgeable advisors to support its clients.
The following table provides a breakdown of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 100+ | Over 20 years |
Financial Services Offered:
The firm offers a wide range of financial services to meet the diverse needs of its clients. This includes:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
MANDEVILLE PRIVATE CLIENT USA INC. takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and customized plan.
Client Types:
The firm caters to a variety of clients, including high net worth individuals, families, and businesses. Whether a client is just starting to build their wealth or looking to preserve and grow their assets, the advisor has the expertise to help them achieve their financial goals.
Fees & Compensation:
The firm is a fee-based advisor, meaning they charge a fee for the services provided, rather than earning commission from selling specific products. This allows the advisor to act in the best interests of their clients and avoid any potential conflicts of interest.
The specific fees charged may vary depending on the services and products selected by the client, and a full breakdown of fees will be provided to the client in advance.
Background:
MANDEVILLE PRIVATE CLIENT USA INC. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) and operates out of its headquarters in New York City, with additional offices across the United States.
The firm has a team of experienced advisors with diverse backgrounds and expertise, allowing them to provide a well-rounded and comprehensive approach to financial planning for their clients.
Financial Advisor Disclosures to Know:
MANDEVILLE PRIVATE CLIENT USA INC. strives to maintain transparency and open communication with its clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary events that may impact its business.
A full list of any disclosures and any relevant information can be found on the firm’s Form ADV, which is available on the SEC’s website or upon request.