How does the advisor help clients – Key Takeaways:
Newground Social Investment provides expert financial advice to clients, helping them achieve their financial goals and make informed decisions. With a diverse range of services and a team of experienced advisors, Newground is able to cater to a wide range of clients and provide customized solutions.
Facts and Insights
Founded in 2005, Newground Social Investment has been in the financial advisory business for over 15 years. With a team of 50 advisors, the firm has established itself as a leader in the industry and has a proven track record of success in helping clients manage their finances.
The firm currently has over $2 billion in assets under management, which serves as a testament to its expertise and ability in managing client portfolios. This impressive figure showcases the trust clients have in Newground to handle their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 15 years |
Financial Services Offered
Newground Social Investment offers a wide range of financial services to cater to the diverse needs of its clients. These include investment management, wealth planning, retirement planning, tax planning, and estate planning. With a holistic approach, the firm is able to provide comprehensive solutions for all aspects of a client’s financial life.
Client Types
Newground caters to a variety of clients, including individual investors, high net-worth individuals, and small business owners. With a focus on personalized solutions and a deep understanding of each client’s unique financial situation, the firm is able to provide tailored services to meet the specific needs of each client.
Fees & Compensation
Newground Social Investment operates on a fee-based compensation structure, which means that clients pay a set fee for the services provided. This ensures that the firm’s interests are aligned with those of its clients, as the fee is based on the performance of the client’s portfolio. Newground believes in transparency and does not charge commissions, ensuring that clients receive unbiased advice.
Background
The team at Newground Social Investment is made up of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. With years of experience and expertise in various financial areas, the advisors at Newground are able to provide sound advice and guide clients towards financial success.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or legal disclosures when working with a financial advisor. At Newground Social Investment, clients can rest assured that the firm adheres to all legal and ethical guidelines, and any potential conflicts of interest are disclosed and addressed with transparency.