How does the advisor help clients – Key Takeaways:
NEVILLE WEALTH MANAGEMENT is a highly respected financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Their team of experienced advisors provides personalized and comprehensive solutions to individual clients, as well as businesses and organizations.
Facts and Insights
NEVILLE WEALTH MANAGEMENT manages over $500 million in assets and has been in business for over 20 years. They have a team of 10 advisors, each with a unique specialty and expertise in different areas of financial planning and management.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Years in Business | 20 |
Financial Services Offered
NEVILLE WEALTH MANAGEMENT offers a full range of financial services to help clients achieve their long-term financial goals. Their services include investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
NEVILLE WEALTH MANAGEMENT serves a diverse client base that includes individuals, families, entrepreneurs, and businesses of all sizes. Their team is equipped to handle the unique financial needs of each client and provide tailored solutions to help them reach their financial objectives.
Fees & Compensation
NEVILLE WEALTH MANAGEMENT operates on a fee-based compensation structure, which means that their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients, as they only earn more when their clients’ investments perform well.
Background
NEVILLE WEALTH MANAGEMENT was founded in 1999 by John Neville, a highly experienced financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become one of the most reputable wealth management firms in the country.
Financial Advisor Disclosures to Know
NEVILLE WEALTH MANAGEMENT is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are required to disclose any potential conflicts of interest and act in the best interests of their clients at all times.
Additionally, all of their advisors hold the necessary licenses and qualifications to provide financial advice and services. They are also held to a strict code of ethics and must adhere to all regulatory guidelines set by the SEC.