How does the advisor help clients – Key Takeaways:
NAYLOR ASSET MANAGEMENT, LLC is a trusted financial advisor that provides expert guidance to individuals, families, and businesses. With their comprehensive financial services and personalized approach, the firm helps clients to achieve their financial goals and manage their wealth effectively.
- Personalized financial planning and investment management
- Expertise in retirement planning and risk management
- Client-centric approach, understanding individual needs and goals
- Highly experienced team of financial professionals
- Commitment to transparency and client education
Facts and Insights
Established in 2007, NAYLOR ASSET MANAGEMENT, LLC has been serving clients for over 14 years. In this time, the firm has grown to manage over $250 million in assets and has a team of 15 experienced advisors. The firm is known for its client-centric approach, putting the needs and goals of their clients first.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $250 million | 15 |
Financial Services Offered
NAYLOR ASSET MANAGEMENT, LLC provides a wide range of financial services to help clients reach their financial goals. These services include financial planning, investment management, retirement planning, risk management, and more. The firm takes a holistic approach to financial advising, taking into account all aspects of a client’s financial life to create a comprehensive and customized plan for their future.
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. NAYLOR ASSET MANAGEMENT, LLC works closely with each client to understand their unique financial needs and goals, and creates personalized solutions to help them achieve success.
Fees & Compensation
The firm’s fees and compensation structure is transparent and is clearly communicated to clients. NAYLOR ASSET MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions or incentives for recommending specific products. This ensures that their advice is unbiased and in the best interest of their clients.
Background
NAYLOR ASSET MANAGEMENT, LLC was founded by John Naylor, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He is dedicated to providing clients with expert guidance and personalized advice, and has built a strong team of professionals to support his mission. The firm continues to grow and evolve, always placing their clients’ best interests first.
Financial Advisor Disclosures to Know
As a registered investment advisor, NAYLOR ASSET MANAGEMENT, LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. The firm takes their fiduciary duty seriously and is committed to transparency and full disclosure with their clients. They provide clients with all necessary documents and information, including Form ADV, which outlines their fees, services, and any potential conflicts of interest.