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How does the advisor help clients – Key Takeaways:
NEWSQUARE CAPITAL, LLC is a reputable financial firm known for their expertise in providing clients with personalized financial solutions tailored to their specific needs. The professional team at NEWSQUARE CAPITAL, LLC works closely with clients to assess their financial goals and develop a customized plan to help them achieve their objectives.
Facts and Insights
With over 10 years of experience in the financial industry, NEWSQUARE CAPITAL, LLC has established itself as a reliable and trustworthy firm. As of 2021, the firm manages over $500 million in assets and has a team of 20 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
The range of financial services offered by NEWSQUARE CAPITAL, LLC includes investment management, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning, ensuring all aspects of a client’s financial life are considered.
Client Types
NEWSQUARE CAPITAL, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm believes in building long-term relationships with clients and providing tailored solutions to meet their unique financial needs.
Fees & Compensation
NEWSQUARE CAPITAL, LLC operates on a fee-based compensation structure, which means the firm earns fees based on a percentage of the client’s assets under management. This approach aligns the firm’s interests with those of their clients, ensuring they work towards achieving their clients’ financial goals.
Background
NEWSQUARE CAPITAL, LLC was founded by a team of highly qualified and experienced financial professionals. The firm prides itself on their extensive industry knowledge and commitment to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, NEWSQUARE CAPITAL, LLC is committed to transparency and ethical practices. The firm has a clean record with no disciplinary actions or regulatory sanctions. Clients can have peace of mind knowing their financial advisor has a spotless track record.