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How does the advisor help clients – Key Takeaways:
For clients looking for expert financial guidance, Newbury Capital Management, LLC is a leading choice. With years of experience and a team of knowledgeable advisors, Newbury Capital Management, LLC offers a wide range of financial services to help clients achieve their financial goals.
Facts and Insights
Newbury Capital Management, LLC has been in business since 2008, providing top-notch financial services to clients. With assets under management of over $1 billion and a team of 12 experienced advisors, Newbury Capital Management, LLC has built a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1 billion+ | 12 |
Financial Services Offered
Newbury Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services include portfolio management, retirement planning, estate planning, tax planning, and more. This allows clients to have a comprehensive approach to their finances and receive expert guidance in all aspects of their financial well-being.
Client Types
Newbury Capital Management, LLC caters to a diverse clientele, including high-net-worth individuals, corporations, and institutions. This shows their ability to handle different types of financial situations and provide customized solutions for each client.
Fees & Compensation
Newbury Capital Management, LLC charges a fee based on a percentage of the assets under management. This fee structure aligns the advisor’s interests with the client’s, ensuring that the advisor is working in the client’s best interest and not just trying to make a profit.
Background
Newbury Capital Management, LLC boasts a team of experienced and highly educated advisors who are dedicated to providing quality financial services to their clients. They have a strong track record of success and are committed to continuous learning to stay updated with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. Newbury Capital Management, LLC has a clean record with no regulatory or legal disclosures, ensuring clients can trust their expertise and advice.