About NEW VIEW FINANCIAL, LLC
NEW VIEW FINANCIAL, LLC is a leading financial advisory firm that provides expert financial guidance to clients. The firm has a team of experienced and knowledgeable advisors who specialize in various areas of finance. They assist individuals and businesses in achieving their financial goals and offer a wide range of services to meet their diverse needs.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services.
- Understand each client’s unique financial situation and create customized strategies to help them achieve their goals.
- Continuously monitor and adjust investment portfolios to ensure they align with clients’ changing needs and market conditions.
- Educate and empower clients to make informed financial decisions by providing valuable insights and resources.
Facts and Insights
As a highly reputable financial advisory firm, NEW VIEW FINANCIAL, LLC has established itself as a trusted and reliable partner for its clients. Some key facts and insights about the firm include:
- Founded in 2005, with over 15 years of experience in the financial industry.
- Works with a diverse clientele, including individuals, families, small businesses, and corporations.
- Provides financial services for various stages of life, including retirement planning, wealth management, and investment management.
- Committed to maintaining a transparent and ethical approach in all client interactions.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
NEW VIEW FINANCIAL, LLC has a comprehensive range of financial services to cater to the diverse needs of their clients. Some of these services include:
- Retirement planning
- Wealth management
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
- Employee benefits planning
Client Types
The firm serves a wide range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
- Retirees
Fees & Compensation
NEW VIEW FINANCIAL, LLC follows a transparent fee structure and provides clients with a detailed breakdown of all fees and expenses. The firm charges a percentage of assets under management as their advisory fee, ranging from 0.75% to 1.25%, depending on the services provided. They also offer hourly or project-based fees for specific financial services. The firm does not receive any commission or incentives for recommending certain products, ensuring their impartiality in financial recommendations.
Background
The team at NEW VIEW FINANCIAL, LLC has a diverse and extensive background in finance, with expertise in areas such as investment management, tax planning, and retirement planning. They are dedicated to continuously improving their knowledge and skills to provide clients with the best possible financial solutions. The firm’s advisors hold various industry qualifications and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, NEW VIEW FINANCIAL, LLC adheres to all regulatory requirements and maintains transparency in all client interactions. Some important disclosures to know before choosing the firm’s services include:
- Registered with the Securities and Exchange Commission (SEC) as an investment adviser.
- Advisors are licensed and registered in various states.