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How does the advisor help clients – Key Takeaways:
NEUENSCHWANDER ASSET MANAGEMENT, LLC (NAM) is a financial advisory firm that provides personalized, comprehensive wealth management services to its clients. With a team of experienced and knowledgeable advisors, NAM is dedicated to helping clients achieve their long-term financial goals and objectives.
Facts and Insights
NAM was founded by John Neuenschwander in XYZ. Since then, the firm has grown to manage assets worth $XXX million for clients. NAM believes in offering tailor-made solutions to its clients, rather than a one-size-fits-all approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $XXX million | 10 | 20+ |
Financial Services Offered
NAM offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm follows a holistic approach and collaborates with clients to develop personalized financial plans that consider their unique needs and circumstances.
Client Types
NAM works with individuals, families, and businesses of all sizes. The firm’s clientele includes high net worth individuals, small business owners, and corporate executives. NAM understands that each client has different financial goals and risk tolerance levels, and therefore, offers customized solutions to suit their specific needs.
Fees & Compensation
NAM charges a transparent fee for its services, which is a percentage of the assets under management. The firm believes in aligning its interests with those of its clients and does not sell any proprietary products or receive commissions. This ensures that NAM’s advisors provide unbiased and objective advice to their clients.
Background
John Neuenschwander, the founder of NAM, has been in the finance industry for over 30 years. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. Along with his team of skilled advisors, he brings a wealth of knowledge and expertise to the table, which allows them to make sound financial decisions for their clients.
Financial Advisor Disclosures to Know
NAM is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, NAM has a fiduciary duty to act in the best interest of its clients and to disclose any conflicts of interest that may arise. The firm has a clean disciplinary record and no legal or regulatory disclosures.