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How does the advisor help clients – Key Takeaways:
NEVILLE, RODIE & SHAW INC. is an established financial firm that serves as a reliable and knowledgeable advisor to its clients. With a team of experienced professionals, the firm offers a wide range of financial services to help clients meet their diverse needs and goals.
Facts and Insights
NEVILLE, RODIE & SHAW INC. has been in business for over 30 years and has built a solid reputation for providing quality financial advice and services. The firm has a total of 300 advisors and manages assets worth $500 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 300 | 30 years |
Financial Services Offered
NEVILLE, RODIE & SHAW INC. offers a comprehensive range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, tax planning, estate planning, and insurance services.
Client Types
The firm serves a wide range of clients, including individuals, families, small business owners, and corporations. Its team of advisors has the knowledge and expertise to assist clients from all backgrounds and financial situations.
Fees & Compensation
NEVILLE, RODIE & SHAW INC. follows a transparent fee structure and charges a percentage of assets under management as its advisory fee. The firm believes in aligning its interests with those of its clients and therefore, does not have any hidden fees or commissions.
Background
The team at NEVILLE, RODIE & SHAW INC. is made up of experienced and highly qualified professionals who are dedicated to helping clients achieve their financial goals. Each advisor brings a unique skill set and expertise, allowing the firm to provide personalized and tailored financial advice to its clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, NEVILLE, RODIE & SHAW INC. follows strict compliance and disclosure policies. The firm ensures full transparency and provides all necessary disclosures to clients, such as any potential conflicts of interest or risks involved in a recommended financial strategy.