How does the advisor help clients – Key Takeaways:
NewStone Capital Partners, LLC (NewStone) is a trusted financial advisor that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of highly experienced professionals, NewStone offers a range of services to cater to the diverse needs of their clients.
Facts and Insights
As of December 31, 2020, NewStone has over $500 million in assets under management, with a team of 15 dedicated advisors. The firm was founded in 2005 and has since established a strong reputation for providing top-notch financial services.
In today’s fast-paced and ever-changing financial landscape, having a knowledgeable and experienced advisor by your side is crucial. With years of industry experience and a deep understanding of market trends, NewStone’s advisors have the expertise to guide clients towards making informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Founded in 2005 |
Financial Services Offered
NewStone offers a wide range of financial services to meet the diverse needs of their clients. These include but are not limited to:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
Client Types
NewStone caters to a variety of clients ranging from individuals and families to businesses and institutions. Their team of advisors has the expertise to assist clients regardless of their financial situation or goals.
Fees & Compensation
NewStone prides itself on transparency and works with clients to ensure their fees are fair and aligned with the services provided. The firm operates on a fee-only basis, meaning they do not earn commissions, which ensures that their advice is always in the best interest of their clients.
Background
NewStone was founded by a group of seasoned financial professionals who saw a need for a trusted and client-focused advisory firm. Their team is made up of individuals with diverse backgrounds and areas of expertise, allowing them to provide a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
NewStone abides by all regulatory requirements and is committed to transparency. To stay informed, clients can access NewStone’s Form ADV on the Securities and Exchange Commission’s website. Additionally, the firm has a strict code of ethics and discloses all potential conflicts of interest.