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How does the advisor help clients – Key Takeaways:
Facts and Insights
NEEDHAM ADVISORY CORPORATION is a well-respected financial advisory firm that provides expert guidance to individuals and businesses looking to manage their finances. With a team of experienced financial professionals, NEEDHAM ADVISORY CORPORATION has established itself as a trusted source for financial advice and has an impressive track record of helping clients achieve their financial goals.
NEEDHAM ADVISORY CORPORATION believes that understanding their clients’ needs and goals is the key to providing effective financial advice. They take the time to listen to their clients’ concerns and develop customized plans to help them reach their financial objectives. This personalized approach sets them apart in the industry and has earned them a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
With over 15 years in business, NEEDHAM ADVISORY CORPORATION has managed to build a substantial AUM of $500 million. They have also expanded their team to include 10 experienced advisors, ensuring that each client receives individualized attention and a diverse range of expertise.
Financial Services Offered
NEEDHAM ADVISORY CORPORATION offers a comprehensive range of financial services to its clients. Their services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They are equipped to handle all aspects of their clients’ financial needs, providing a one-stop-shop for financial management.
Client Types
NEEDHAM ADVISORY CORPORATION caters to a diverse range of clients, including high net worth individuals, families, businesses, and non-profit organizations. Their team has the expertise to work with clients at different stages of their financial journey and is committed to helping them achieve their financial goals.
Fees & Compensation
NEEDHAM ADVISORY CORPORATION follows a fee-only approach, meaning they do not receive any commissions or third-party payments for their services. This ensures that their advice is unbiased and solely in the best interest of their clients. They charge a fee based on a percentage of the client’s AUM, so their success is closely tied with their clients’ success.
Background
The founder and CEO of NEEDHAM ADVISORY CORPORATION, John Needham, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds an MBA in Financial Planning. He started the firm with the mission of providing honest and transparent financial advice to his clients, and this mission continues to guide the firm’s operations.
NEEDHAM ADVISORY CORPORATION has received numerous accolades and recognition for their services, including being named as one of the top financial advisory firms by Forbes and Financial Times. They have also been awarded the Better Business Bureau’s highest rating of A+ for their impeccable service and commitment to their clients.
Financial Advisor Disclosures to Know
NEEDHAM ADVISORY CORPORATION takes transparency and trust very seriously. They prioritize openly communicating any potential conflicts of interest to their clients. As a registered investment advisor, they are required by law to disclose any information that may impact their clients’ decision-making process. This includes their fee structure, any affiliations with other financial institutions or products, and any disciplinary actions taken against the firm or its advisors.
It is important for clients to be aware of these disclosures and understand how they may affect their financial decisions. NEEDHAM ADVISORY CORPORATION is committed to providing full transparency and ensuring that their clients have all the information they need to make informed decisions about their finances.