How does the advisor help clients – Key Takeaways:
Natural Investments is one of the leading financial advisors in the industry, with a proven track record of success helping clients to achieve their financial goals. They offer personalized and comprehensive financial planning services, tailoring their approach to each individual’s unique needs and objectives.
Facts and Insights
Let’s take a deeper look at some key facts and insights about Natural Investments that make them stand out as a top financial advisor:
Assets Under Management, Number of Advisors and Time in Business
As of 2021, Natural Investments has over $1 billion in assets under management, with a team of 20 experienced and highly qualified advisors. They have been in business since 1993, giving them nearly three decades of experience in the financial industry.
| Year | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 20 |
Financial Services Offered
Natural Investments offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and socially responsible investing. Their comprehensive approach allows clients to have all their financial needs met in one place, making for a seamless and efficient experience.
Client Types
Natural Investments caters to a diverse range of clients, including individuals, families, small businesses, and non-profit organizations. They understand that each client has unique financial goals and challenges, and they work closely with each one to devise a personalized plan that fits their specific needs.
Fees & Compensation
Natural Investments is a fee-only advisor, meaning they do not earn commissions from financial products or transactions. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management, which aligns their interests with those of their clients.
Background
The team at Natural Investments is comprised of experienced and highly knowledgeable advisors who are passionate about helping their clients achieve financial success. They pride themselves on their commitment to sustainable and responsible investing, and their dedication to providing exceptional service to each and every client.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any disclosures that may impact your decision to work with them. Natural Investments has a clean record, with no reported regulatory or legal actions against them in their years of operation. This is a testament to their ethical and transparent business practices.