New Harbor Financial Group, LLC: A Trusted Financial Expert for All Your Needs
New Harbor Financial Group, LLC is a leading financial advisory firm that has been helping clients achieve their financial goals for over 10 years. The company has a team of experienced and knowledgeable advisors who offer comprehensive financial services to individuals and businesses alike. What sets New Harbor Financial Group, LLC apart is their commitment to providing unbiased and personalized financial advice to help clients make informed decisions.
How does the advisor help clients – Key Takeaways:
New Harbor Financial Group, LLC believes in building long-term relationships with their clients and providing them with holistic financial solutions. The company offers the following key services to help clients achieve their financial goals:
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
The advisors at New Harbor Financial Group, LLC work closely with their clients to understand their unique financial needs and create customized strategies to help them achieve their goals.
Facts and Insights:
Here are some key facts and insights about New Harbor Financial Group, LLC:
- Founded in 2009
- Over $500 million in assets under management (AUM)
- Team of 10+ experienced and certified advisors
- Serving over 500 clients
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2009 | $500 million | 10+ |
Financial Services Offered:
New Harbor Financial Group, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- College planning
- Business financial services
- Employee benefits planning
Client Types:
New Harbor Financial Group, LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
- Trusts
Fees & Compensation:
New Harbor Financial Group, LLC operates on a fee-based compensation structure, which means that the company charges a fee based on the assets they manage for the client. This ensures that the advisors’ interests are aligned with those of their clients. The company is transparent about its fees, and clients can expect to receive a detailed breakdown of charges before signing up for their services.
Background:
New Harbor Financial Group, LLC was established in 2009 by a team of financial experts who shared a common vision of creating a client-centric financial advisory firm. Over the years, the company has grown and expanded its services to meet the evolving needs of its clients. The firm is known for its integrity, professionalism, and dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
New Harbor Financial Group, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest, fees, and other important information to its clients. The company takes its fiduciary duty seriously and ensures that all disclosures are made transparently and in the best interest of the clients.
New Harbor Financial Group, LLC is dedicated to providing exceptional financial advice and personalized services to help clients reach their financial goals. With a team of experienced advisors, a diverse range of services, and a commitment to transparency, the firm is a trusted partner for all your financial