How does the advisor help clients – Key Takeaways:
New Horizon Capital Advisors, Ltd. provides financial advisory services to its clients, helping them make informed decisions about their financial future. With years of expertise and a team of qualified advisors, they aim to assist clients in reaching their financial goals and securing their financial future.
The following are key takeaways on how New Horizon Capital Advisors, Ltd. helps its clients:
- Offers a range of financial services to meet the diverse needs of clients.
- Works with various client types to provide personalized and tailored financial advice.
- Operates with transparency and discloses all relevant information to clients.
- Empowers clients with financial knowledge and educates them about different investment options.
- Focuses on long-term financial planning and provides ongoing support and guidance to clients.
Facts and Insights
New Horizon Capital Advisors, Ltd. was founded in 2005 and is based in New York City. The firm has a team of 25 advisors and manages assets worth $500 million. The following table provides additional details about the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Founded in 2005 |
Financial Services Offered
New Horizon Capital Advisors, Ltd. offers a range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance services
Client Types
New Horizon Capital Advisors, Ltd. works with various types of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Retirees
- Corporate executives
Fees & Compensation
New Horizon Capital Advisors, Ltd. charges its clients a fee based on a percentage of assets under management. The firm operates with transparency and discloses all fees and compensation to clients. The fee structure is designed to align the firm’s interests with those of its clients.
Background
New Horizon Capital Advisors, Ltd. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm is also a member of the Financial Industry Regulatory Authority (FINRA). This regulatory oversight ensures that the firm operates in compliance with industry regulations and standards.
Financial Advisor Disclosures to Know
As a regulated investment advisor, New Horizon Capital Advisors, Ltd. is required to disclose any potential conflicts of interest to clients. These may include financial incentives from third-party providers or any relationships that could impact the firm’s recommendations to clients. The firm also provides regular reports to clients, keeping them informed about the status of their investments and any changes in their financial plan.