How does the advisor help clients – Key Takeaways:
Newman Dignan & Sheerar, Inc. provides financial expertise and guidance to clients, helping them achieve their financial goals and secure their financial future. With a team of seasoned advisors and a wide range of financial services offered, the firm is dedicated to providing personalized and comprehensive financial planning to individuals, families, and businesses.
Facts and Insights:
Here are some key facts and insights about NEWMAN DIGNAN & SHEERAR, INC.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered:
NEWMAN DIGNAN & SHEERAR, INC. provides a comprehensive range of financial services to their clients, including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance solutions
Client Types:
The firm serves a diverse clientele, including individuals, families, and businesses of all sizes. They also work with a variety of industries and professions, providing specialized financial planning for doctors, lawyers, and entrepreneurs.
Fees & Compensation:
NEWMAN DIGNAN & SHEERAR, INC. follows a fee-only compensation structure, meaning they are only compensated through fees paid by their clients. This ensures that the firm has no conflicts of interest and works solely for the benefit of their clients. The firm is transparent about their fee structure and provides a breakdown of all fees and expenses to their clients.
Background:
Founded in 2001, NEWMAN DIGNAN & SHEERAR, INC. has been in business for over 20 years, providing expert financial advice and guidance to their clients. The firm is based in New York City and has a team of experienced advisors with diverse backgrounds and specialties.
Financial Advisor Disclosures to Know:
As a registered investment advisor, NEWMAN DIGNAN & SHEERAR, INC. is obligated to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.
In conclusion, NEWMAN DIGNAN & SHEERAR, INC. is a reputable financial advisor that puts their clients’ best interests first. With a team of experienced advisors, a comprehensive range of financial services, and a transparent fee structure, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.