How does the advisor help clients – Key Takeaways:
NEUMAN CAPITAL MANAGEMENT, INC. is a financial management firm that specializes in helping clients reach their financial goals through expert guidance and strategic planning. By developing personalized investment strategies and providing ongoing support, NEUMAN CAPITAL MANAGEMENT, INC. aims to help clients achieve financial stability and success.
Facts and Insights
Founded in 1987, NEUMAN CAPITAL MANAGEMENT, INC. has over 30 years of experience in the financial industry. The firm currently has over $500 million in assets under management and a team of 15 experienced advisors. NEUMAN CAPITAL MANAGEMENT, INC. prides itself on its client-centric approach and has a reputation for providing transparent and trustworthy financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 30 years |
Financial Services Offered
NEUMAN CAPITAL MANAGEMENT, INC. offers a range of financial services to help clients manage and grow their wealth. These services include portfolio management, retirement planning, tax planning, estate planning, and risk management. The firm also provides access to a diverse selection of investment products, including stocks, bonds, mutual funds, and alternative investments.
Client Types
NEUMAN CAPITAL MANAGEMENT, INC. serves a variety of client types, including high-net-worth individuals, families, and small businesses. The firm also works with corporate clients, providing retirement plan consulting and management services. NEUMAN CAPITAL MANAGEMENT, INC. prides itself on its ability to tailor its services to meet the unique financial goals and needs of each individual client.
Fees & Compensation
The fees and compensation structure at NEUMAN CAPITAL MANAGEMENT, INC. is designed to be transparent and align with the best interests of clients. The firm primarily charges a percentage of assets under management, with fees based on a tiered schedule. This structure helps to ensure that the firm’s success is directly tied to the success of its clients’ investments.
Background
The team at NEUMAN CAPITAL MANAGEMENT, INC. consists of highly experienced and knowledgeable advisors, many of whom hold advanced degrees and certifications in finance, accounting, and investments. The firm is committed to ongoing education and training for its advisors to ensure they are well-equipped to handle the ever-changing financial landscape and provide the best possible solutions for clients.
Financial Advisor Disclosures to Know
NEUMAN CAPITAL MANAGEMENT, INC. is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor. As such, the firm has a fiduciary duty to act in the best interests of its clients at all times. NEUMAN CAPITAL MANAGEMENT, INC. has a clean disciplinary record and has not had any legal or regulatory actions taken against it or its advisors.