How does the advisor help clients – Key Takeaways:
NETHERBY ADVISORS LLC is a leading financial advisory firm that offers a range of services to help its clients achieve their financial goals. With a team of experienced professionals and a client-centric approach, the firm strives to deliver personalized and comprehensive financial solutions to its clients.
Facts and Insights
- Assets Under Management: $500 million (as of December 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
NETHERBY ADVISORS LLC offers a wide range of financial services to its clients including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse group of clients including:
- High-net-worth individuals
- Retirees
- Business owners
- Executives
- Families
Fees & Compensation
NETHERBY ADVISORS LLC follows a transparent and fee-based compensation structure. The firm charges a percentage of the assets under management as its advisory fee. This ensures that the firm’s interests are aligned with its clients’ interests and there are no conflicts of interest.
Background
NETHERBY ADVISORS LLC was founded in 2005 by a team of experienced financial professionals who shared a common goal of helping individuals and families achieve financial success. The firm has since grown to become a trusted name in the industry, with a reputation for providing excellent service and delivering results for its clients.
Financial Advisor Disclosures to Know
As a regulated financial advisor, NETHERBY ADVISORS LLC is required to make certain disclosures to its clients, including but not limited to:
- Any potential conflicts of interest
- Disclosure of fees and compensation
- Investment strategies and risks
- Any disciplinary or legal actions against the firm or its advisors
Clients can access these disclosures on the firm’s website or by requesting them directly from their advisor.