How does NAYLOR & COMPANY help clients – Key Takeaways:
As a leading financial advisory firm, NAYLOR & COMPANY offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and access to cutting-edge technology, the firm is able to provide customized solutions and personalized guidance for individuals and businesses alike.
Facts and Insights:
NAYLOR & COMPANY has been in business for over 20 years, providing financial services to clients across the country. With a total of 50 advisors and $2 billion in assets under management, the firm has built a strong reputation for its expertise and comprehensive approach to financial planning.
The following table provides a breakdown of NAYLOR & COMPANY’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 20 years |
Financial Services Offered:
NAYLOR & COMPANY offers a wide range of financial services to its clients, including wealth management, retirement planning, tax planning, and estate planning. The firm also offers investment management services, helping clients build and maintain a well-diversified portfolio.
Client Types:
NAYLOR & COMPANY serves a diverse group of clients, including high-net-worth individuals, small business owners, and corporate executives. The firm also works with non-profit organizations and trusts, providing tailored financial solutions to meet their specific needs.
Fees & Compensation:
NAYLOR & COMPANY primarily charges fees for its financial services, based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the more the assets grow, the more the firm earns.
Background:
NAYLOR & COMPANY was founded in 1999 by John Naylor, a seasoned financial advisor with over 30 years of experience. Under his leadership, the firm has grown to become one of the most reputable financial advisory firms in the country.
Financial Advisor Disclosures to Know:
It is important for clients to understand the potential risks and conflicts of interest that may arise when working with a financial advisor. NAYLOR & COMPANY is committed to transparency and always discloses any potential conflicts to its clients, ensuring that they have all the necessary information to make informed decisions about their finances.