How does the advisor help clients – Key Takeaways:
New Perspective Wealth Management is an experienced financial firm that provides a wide range of services to assist clients in managing their wealth and achieving their financial goals. Led by a team of skilled and knowledgeable advisors, they aim to provide personalized solutions and guidance to their clients.
Facts and Insights
With over 20 years of experience in the industry, New Perspective Wealth Management has established itself as a trusted and reliable firm. They have a solid track record of helping clients navigate through various financial situations and achieve success. The firm is committed to continuously improving and adapting to changing market conditions to deliver the best results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ |
Financial Services Offered
New Perspective Wealth Management offers a comprehensive range of financial services to meet the needs of their diverse clientele. These include investment management, retirement planning, tax planning, estate planning, risk management, and more. They take a holistic approach to financial planning and work closely with their clients to create a customized plan that aligns with their unique goals and objectives.
Client Types
New Perspective Wealth Management caters to a wide range of clients, including individuals, families, and businesses. They have the expertise and resources to serve clients from all walks of life and assist them in achieving their desired financial outcomes. Their advisors understand that each client is unique, and they tailor their services to meet individual needs and goals.
Fees & Compensation
New Perspective Wealth Management is committed to transparency when it comes to their fees and compensation. They charge a percentage of assets under management (AUM) as their fee, which can range from 0.5% to 2%. The exact fee depends on the services provided and the complexity of the client’s financial situation. They do not receive any commissions or incentives from any third party, ensuring that their clients’ best interests are always their top priority.
Background
New Perspective Wealth Management was founded in 2000 by experienced financial professionals who shared a common goal of helping individuals and families achieve financial security and success. They have built a team of dedicated and knowledgeable advisors who are committed to providing exceptional service and personalized solutions to their clients.
Financial Advisor Disclosures to Know
New Perspective Wealth Management is a registered investment advisor (RIA) regulated by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and always put their clients’ needs first. As a fiduciary, they have an obligation to disclose any potential conflicts of interest and to provide transparent and unbiased advice to their clients.