How does the advisor help clients – Key Takeaways:
NEW ENGLAND SCHOONER, INC. is a trusted financial expert with years of experience in providing top-notch financial services to its clients, helping them achieve their financial goals.
Facts and Insights
Founded in 2005, NEW ENGLAND SCHOONER, INC. has been in the financial industry for over 15 years, making it a well-established and reputable company. The company has a team of experienced advisors who have an in-depth understanding of the financial market and are dedicated to helping clients navigate through the complexities of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
NEW ENGLAND SCHOONER, INC. offers a wide range of financial services tailored to meet the specific needs and goals of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. The company takes a personalized approach to each client, understanding their unique financial situation and creating a customized plan based on their needs.
Client Types
NEW ENGLAND SCHOONER, INC. caters to a diverse range of clients, including individuals, families, and businesses. The company’s advisors have a wealth of experience in working with clients from different backgrounds, providing them with the guidance and support they need to achieve financial success.
Fees & Compensation
The fees and compensation structure at NEW ENGLAND SCHOONER, INC. are transparent and competitive. The company believes in maintaining open communication with clients and providing them with clarity on the fees they will be charged. Additionally, the company’s advisors do not receive any commissions for selling financial products, ensuring that their recommendations are solely based on the best interests of their clients.
Background
NEW ENGLAND SCHOONER, INC. was founded by a group of experienced and dedicated financial professionals who shared a common goal – to provide exemplary financial services to their clients. Today, the company is known for its expertise, transparency, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, NEW ENGLAND SCHOONER, INC. adheres to strict standards of ethics and professionalism. The company has a fiduciary duty to act in the best interests of their clients and always put their clients’ needs ahead of their own. Additionally, the company is registered with the Securities and Exchange Commission (SEC) and must comply with all regulations set forth by the agency.