How does the advisor help clients – Key Takeaways:
Mondrian Investment Partners (U.S.), Inc. is a leading financial advisor that is committed to helping clients achieve their financial goals through sound investment strategies, personalized advice, and exceptional service. As a trusted partner, Mondrian Investment Partners (U.S.), Inc. strives to provide clients with the knowledge and resources they need to make informed decisions about their wealth management.
Facts and Insights:
Mondrian Investment Partners (U.S.), Inc. has been in the financial services industry for over 30 years, with a team of experienced and knowledgeable advisors who are dedicated to helping clients succeed. The firm has over $50 billion in assets under management, with a client base that includes individuals, families, corporations, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 100+ | Over 30 years |
Financial Services Offered:
- Investment Management
- Wealth Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
- Individuals and Families
- Small Businesses
- Corporations
- Institutions
Fees & Compensation:
Mondrian Investment Partners (U.S.), Inc. is a fee-only advisor, which means that the firm charges a flat fee or a percentage of assets under management for their services. This fee structure aligns the advisor’s interests with the client’s, as they are not compensated through commissions for selling certain products. This allows for an unbiased and transparent relationship between the advisor and the client, with no hidden fees or conflicts of interest.
Background:
Mondrian Investment Partners (U.S.), Inc. was founded in 1990 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a subsidiary of Mondrian Investment Partners Limited, a global asset management firm based in London. With a team of experienced professionals and a commitment to providing exceptional service, Mondrian Investment Partners (U.S.), Inc. has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know:
As a registered advisor with the SEC, Mondrian Investment Partners (U.S.), Inc. is required to disclose any potential conflicts of interest, including any affiliations with other financial firms or products. The firm also has a fiduciary duty to act in the best interests of their clients and to provide full and fair disclosure about their services, fees, and any potential risks associated with their investment strategies.