Newage Advisors LLC
Newage Advisors LLC is a premier financial advisory firm committed to helping clients achieve their financial goals and secure their future. Founded in 2005, the firm is headquartered in New York City and has a team of experienced financial experts who provide personalized and comprehensive financial services to clients. As a client-focused firm, Newage Advisors LLC understands the unique needs and goals of each client and provides tailored solutions to meet their financial objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Offers tailored solutions to meet clients’ financial objectives
- Experienced team of financial experts
- Client-focused approach
Facts and Insights
Newage Advisors LLC has over $500 million in assets under management and has a team of 10 experienced advisors. With 15 years in the industry, the firm has established itself as a leader in the financial advisory space, helping clients from all backgrounds and income levels achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Newage Advisors LLC offers a wide range of financial services to help clients manage their wealth, plan for their future, and achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides financial education and guidance to help clients make informed decisions about their money.
Client Types
Newage Advisors LLC works with a diverse group of clients, including individuals, families, small business owners, and corporate executives. The firm understands that each client has unique financial needs, and they strive to provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
Newage Advisors LLC is a fee-based firm, meaning they charge a fee for their services rather than earning commissions on financial products. This fee structure ensures that the firm’s interests are aligned with their clients’, and there are no conflicts of interest. The fees charged by the firm are transparent, and clients are informed about the fees upfront.
Background
The team at Newage Advisors LLC has a combined experience of over 50 years in the financial industry. They are highly knowledgeable and skilled professionals who are committed to providing the best financial advice and services to their clients. The firm is also registered with the Securities and Exchange Commission (SEC) and adheres to all regulations set forth by the governing body.
Financial Advisor Disclosures to Know
As a registered firm, Newage Advisors LLC is required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean disciplinary record and is committed to transparency and ethical practices. Clients can access this information on the firm’s Form ADV, which is publicly available through the SEC website.