How does the advisor help clients – Key Takeaways:
NAVELLIER & ASSOCIATES INC. is a leading financial advisory firm that provides expert guidance and support to clients in managing their wealth. With their years of experience and extensive knowledge in the financial industry, the firm offers a wide range of services to help clients achieve their financial goals and make informed investment decisions.
Facts and Insights
NAVELLIER & ASSOCIATES INC. was founded in 1980 by renowned financial expert Louis Navellier. The firm is based in Reno, Nevada and has expanded its reach to clients all over the United States. With a team of highly qualified financial advisors, NAVELLIER & ASSOCIATES INC. has established a reputation for delivering excellent financial services and achieving results.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| NAVELLIER & ASSOCIATES INC. | $ 10 billion | 50+ | Since 1980 |
Financial Services Offered
NAVELLIER & ASSOCIATES INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include wealth management, retirement planning, portfolio analysis, risk assessment, and tax planning. The firm also provides expert guidance in investment strategies, asset allocation, and market analysis to help clients make sound investment decisions.
Client Types
NAVELLIER & ASSOCIATES INC. caters to a diverse range of clients including high net worth individuals, established businesses, and institutional investors. The firm also works with individuals and families to help them plan for their financial future and secure their wealth for generations to come.
Fees & Compensation
NAVELLIER & ASSOCIATES INC. follows a fee-based compensation structure where clients pay a percentage of their assets under management. This aligns the interests of the firm with those of the clients, ensuring that the advisors are focused on managing their portfolios and maximizing their returns. The firm also offers customized fee arrangements to meet the unique needs of their clients.
Background
The founder of NAVELLIER & ASSOCIATES INC., Louis Navellier, has over 40 years of experience in the financial industry. He has been recognized as one of the top performing financial advisors in the country and has appeared on various media outlets including CNBC, Fox Business, and Bloomberg. With a team of experienced and knowledgeable financial advisors, the firm continues to provide expert guidance and support to clients in managing their wealth.
Financial Advisor Disclosures to Know
NAVELLIER & ASSOCIATES INC. adheres to the highest ethical standards and is committed to transparency with their clients. The firm has a strict code of conduct and financial advisors are required to disclose any conflicts of interest or potential risks associated with their recommendations. This ensures that clients are well-informed and can make educated decisions about their investments.