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How does the advisor help clients – Key Takeaways:
New Southern Advisory Services (NSAS) is a financial advisory firm that specializes in helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, NSAS provides a variety of financial services to a diverse range of clients. Through their personalized approach and comprehensive services, NSAS has established itself as a trusted and reliable financial expert for individuals and businesses alike.
Facts and Insights
Here are some key facts and insights about New Southern Advisory Services:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
These statistics showcase NSAS’s extensive experience and success in managing clients’ assets, as well as its growing team of expert advisors.
Financial Services Offered
NSAS provides a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Through these services, NSAS helps clients make informed financial decisions and achieve their short-term and long-term financial goals.
Client Types
NSAS caters to a diverse range of clients, including:
- Individuals
- Businesses
- High-net-worth individuals
- Retirees
With its personalized approach, NSAS is able to tailor its services to each client’s unique financial needs and objectives.
Fees & Compensation
NSAS charges its clients a fee based on a percentage of their assets under management. This fee structure ensures that NSAS is aligned with its clients’ interests and incentivized to help them grow and protect their assets.
Background
New Southern Advisory Services was founded in 2001 by a team of financial experts with a combined experience of over 50 years in the industry. The firm is headquartered in Atlanta, Georgia and has expanded its services to clients across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, NSAS is legally required to disclose any potential conflicts of interest or past disciplinary actions to its clients. Currently, NSAS has a clean record with no reported disciplinary actions. The firm prides itself on maintaining high ethical standards and providing transparent and honest services to its clients.