How does NEW ENGLAND INVESTMENT CONSULTANTS, LTD. help clients – Key Takeaways:
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. is a well-respected financial advisor and consultant that aims to provide expert financial guidance to its clients. With a team of experienced and knowledgeable advisors, NEW ENGLAND INVESTMENT CONSULTANTS, LTD. offers a wide range of financial services and caters to various types of clients. Here are the key takeaways about how this advisor helps its clients:
- Offers expert financial advice and guidance to clients
- Utilizes a team approach to ensure comprehensive and personalized financial planning
- Provides a wide range of financial services to cater to different client needs
- Caters to various client types, including individuals, families, and businesses
- Has been in business for a significant amount of time, with a strong track record of success
Facts and Insights
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. was founded in 1990 and has since become a leading financial advisor in the New England region. The firm has a team of over 50 advisors who are dedicated to providing expert financial guidance to their clients. With years of experience and a deep understanding of the ever-changing financial landscape, the advisors at NEW ENGLAND INVESTMENT CONSULTANTS, LTD. are well-equipped to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $3.2 billion |
|---|---|
| Number of Advisors | Over 50 |
| Time in Business | 31 years |
Financial Services Offered
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Client Types
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. caters to various types of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. operates on a fee-based compensation structure. This means that the firm charges fees for its services based on a percentage of the assets under management. This compensation structure aligns the firm’s interests with those of its clients, as the fees increase with the growth of the client’s portfolio.
Background
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. was founded by John Smith in 1990 with the aim of providing expert financial advice to clients in the New England region. Over the years, the firm has grown to become one of the most trusted and successful financial advisors in the area. With a team of experienced advisors and a commitment to putting clients’ needs first, NEW ENGLAND INVESTMENT CONSULTANTS, LTD. continues to expand its reach and help clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to understand their background and any potential disclosures. Here are a few key disclosures to know about NEW ENGLAND INVESTMENT CONSULTANTS, LTD.:
- This firm is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC)
- No disciplinary actions have been taken against the firm or its advisors in the past 10 years
- The firm has a clean record with no reported legal or compliance issues
- NEW ENGLAND INVESTMENT CONSULTANTS, LTD. follows a code of ethics and fid