How does the advisor help clients – Key Takeaways:
New Century Partners is a trusted financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals. Their team of experienced advisors offer a range of services and cater to a diverse clientele who seek professional expertise to manage their wealth.
Facts and Insights
With a strong track record of success, New Century Partners has established itself as a leading financial advisory firm in the industry. Some key insights that highlight their expertise include:
- Founded in 2005, New Century Partners has over 15 years of experience in the financial services industry.
- The firm has over $1 billion in assets under management, demonstrating their ability to effectively manage and grow their clients’ wealth.
- With a team of over 50 advisors, New Century Partners has the resources and expertise to provide personalized financial guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | Over 15 years |
Financial Services Offered
New Century Partners offers a comprehensive range of financial services to help clients effectively manage their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
New Century Partners caters to a diverse clientele that includes individuals, families, and businesses. Their team of advisors has experience working with clients from different backgrounds and industries, providing them with customized solutions to meet their unique financial needs.
Fees & Compensation
As a fee-only advisory firm, New Century Partners is committed to providing transparent and unbiased financial guidance to their clients. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with the success of their clients’ investments.
Background
New Century Partners was founded by a team of experienced financial professionals who shared a common goal of helping clients achieve financial success. Their team of advisors has diverse backgrounds and expertise in various financial disciplines, allowing them to offer a holistic approach to wealth management.
Financial Advisor Disclosures to Know
New Century Partners adheres to strict regulatory guidelines and has no disciplinary disclosures as listed on their Form ADV with the Securities and Exchange Commission (SEC). This demonstrates their commitment to ethical and professional standards when it comes to providing financial advice.