How does the advisor help clients – Key Takeaways:
New Horizons Wealth Management is a dedicated financial advisory firm that offers a range of services to help clients manage and grow their wealth. They have a team of experienced advisors who provide personalized and comprehensive financial planning solutions to help clients achieve their financial goals and secure their future. The following are the key takeaways on how the advisor helps clients:
- Provides personalized and comprehensive financial planning solutions
- Helps clients achieve their financial goals
- Secures their future
Facts and Insights:
New Horizons Wealth Management has been in business for over 10 years and has a team of 20 experienced advisors who are dedicated to providing the best financial advice and services to their clients. Their clients’ success is their top priority and they continuously strive to offer innovative solutions to help their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| New Horizons Wealth Management | $500 million | 20 | 10+ years |
Financial Services Offered:
- Wealth Management
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
New Horizons Wealth Management caters to individuals, families, and small businesses. They have the expertise and resources to serve clients from various backgrounds and incomes. They prioritize building long-term relationships with their clients and providing personalized solutions for their unique financial situation.
Fees & Compensation:
New Horizons Wealth Management offers fee-based services and charges an advisory fee based on a percentage of the client’s assets under management. The fee structure is designed to align the advisor’s success with the client’s success, as the higher the value of the client’s assets, the higher the advisor’s compensation. This encourages the advisor to maximize their efforts and work in their client’s best interest.
Background:
The team at New Horizons Wealth Management comprises experienced and knowledgeable advisors with various professional backgrounds, including financial planning, investment management, tax planning, and insurance planning. This diverse expertise allows them to offer comprehensive and well-rounded services to their clients. They also regularly attend industry conferences and courses to stay updated with the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know:
When working with financial advisors, it is essential to be informed about their potential conflicts of interest. New Horizons Wealth Management is a fee-based advisory firm, so they may earn additional compensation from financial products recommended to their clients. However, they are committed to always putting their clients’ best interests first and fully disclosing any potential conflicts of interest to maintain transparency and trust with their clients.