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How does the advisor help clients – Key Takeaways:
NBH INVESTMENT MANAGEMENT, LLC is a financial advisory firm that specializes in helping individuals and families manage their wealth. As a seasoned financial expert, the firm offers personalized and comprehensive investment management services to its clients. The team at NBH is committed to providing high-quality financial advice, tailor-made for each client’s unique financial goals and situations.
Facts and Insights
NBH INVESTMENT MANAGEMENT, LLC was founded in 2008 and is based in New York City. The firm’s team of experienced advisors has a combined experience of over 50 years in the industry. NBH is registered with the Securities and Exchange Commission (SEC) and abides by all federal regulations and laws.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 13 years |
Financial Services Offered
NBH INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and insurance analysis. The firm also provides guidance on education planning and charitable giving strategies.
Client Types
The firm primarily works with high net worth individuals, families, and small businesses. However, NBH also serves other clients who seek professional guidance and financial planning services for their long-term financial goals.
Fees & Compensation
NBH INVESTMENT MANAGEMENT, LLC charges clients based on a percentage of their assets under management. This fee structure aligns the firm’s interests with those of its clients. The exact percentage charged varies based on the size of the portfolio and the complexity of services required.
Background
The team at NBH INVESTMENT MANAGEMENT, LLC comprises a diverse group of professionals with extensive experience and expertise in the financial industry. They bring a wealth of knowledge and a client-first approach to their services. The firm has a strong reputation for providing exceptional financial advice and helping clients achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, NBH INVESTMENT MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean disciplinary record and does not have any disclosures to report.
In conclusion, NBH INVESTMENT MANAGEMENT, LLC is a trusted and reliable financial advisor that provides personalized financial planning and management services to individuals, families, and small businesses. With its experienced team of professionals and a commitment to putting clients’ needs first, NBH is well-equipped to assist clients in achieving their financial goals.