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How does the advisor help clients – Key Takeaways:
Newman Dignan & Sheerar, Inc. (NDS) is a leading financial advisory firm that provides industry-leading financial expertise to a wide range of clients. They specialize in helping individuals and businesses make informed financial decisions, utilizing a personalized and comprehensive approach to meet their unique needs and goals. NDS has established a strong reputation for delivering exceptional service and guidance as financial experts.
Facts and Insights
NDS has been in business since 1995 and has grown to become a respected and trusted name in the financial services industry. The firm has a team of highly experienced advisors who bring a diverse range of skills and expertise to the table. With a focus on building lasting relationships with their clients, NDS aims to provide top-notch financial advice and support for all their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
Based on their most recent 10-K form, NDS has assets under management (AUM) of $2.5 billion. The firm has a team of 25 advisors who possess a wealth of experience and knowledge in various financial fields. Combined, they have over 150 years of experience in the financial industry.
Financial Services Offered
Through their highly skilled and knowledgeable advisors, NDS provides a wide range of financial services to individuals and businesses alike. These services include financial planning, investment management, retirement planning, tax planning, risk management, and estate planning. NDS strives to provide exceptional and customized solutions to their clients’ unique financial needs and goals.
Client Types
NDS caters to a diverse range of clients, including individuals, families, and businesses of all sizes. Their clients may vary in their financial goals, from wealth preservation to growth, and NDS focuses on understanding their specific needs to develop personalized financial strategies. NDS also works with high net worth individuals and provides specialized services to meet their unique needs and goals.
Fees & Compensation
NDS offers a range of fee-based services to their clients. The firm believes in complete transparency and fair practices when it comes to fee structures. They charge a flat fee for financial planning services, while investment management services are based on a percentage of AUM. NDS does not sell any proprietary products. Therefore, their advisors do not receive any commissions or incentives for selling specific products to clients, ensuring unbiased financial advice.
Background
Newman Dignan & Sheerar, Inc. was founded by a team of experienced and knowledgeable financial advisors who saw a gap in the market for personalized and comprehensive financial services. The firm has grown consistently over the years and has achieved significant success in the industry. NDS continues to strive for excellence in everything they do, providing exceptional financial advice and guidance to their clients.
Financial Advisor Disclosures to Know
NDS prides itself on strict adherence to industry regulations and standards. The firm ensures complete transparency when it comes to fees, compensation, and any potential conflicts of interest. Their advisors adhere to the fiduciary standard, putting their clients’ interests above their own. NDS also maintains detailed records of any potential regulatory or legal disclosures that clients should be aware of, ensuring full transparency and compliance with industry regulations.