How does the advisor help clients – Key Takeaways:
NEXPOINT ADVISORS, L.P. is a leading financial services firm that provides expert advice and guidance to its clients. Their team of experienced financial professionals offers a wide range of services, including portfolio management, financial planning, and investment advice. NEXPOINT ADVISORS, L.P. is dedicated to helping their clients achieve their financial goals and providing them with the tools and resources they need to make informed decisions.
Facts and Insights
NEXPOINT ADVISORS, L.P. has been in business for over 10 years and has a strong track record of delivering excellent results for their clients. As of December 31, 2020, they manage over $35.6 billion in assets on behalf of their clients. With a team of over 500 advisors, NEXPOINT ADVISORS, L.P. is well-equipped to handle the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $35.6 billion* | 500+ | Over 10 years |
*As of December 31, 2020
Financial Services Offered
NEXPOINT ADVISORS, L.P. offers a wide range of financial services, including:
- Portfolio management
- Retirement planning
- Estate planning
- Asset allocation
- Tax planning
- Risk management
- And more
Client Types
NEXPOINT ADVISORS, L.P. works with a diverse range of clients, including individual investors, families, businesses, and institutions. They are dedicated to meeting the unique needs and goals of each client, and strive to build long-term relationships based on trust and transparency.
Fees & Compensation
NEXPOINT ADVISORS, L.P. is a fee-based advisory firm, meaning they charge a fee for their services rather than earning commissions from the sale of financial products. This fee structure ensures that their advisors are always acting in the best interest of their clients, as their compensation is not tied to specific products or transactions.
Background
NEXPOINT ADVISORS, L.P. was founded by a team of highly experienced financial professionals who saw a need for a more personalized and client-focused approach to financial planning and investment management. They are committed to providing expert advice and guidance to their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, NEXPOINT ADVISORS, L.P. is required to disclose any potential conflicts of interest to their clients. They take this responsibility seriously, and are committed to transparency and open communication with their clients. Prior to working with a client, NEXPOINT ADVISORS, L.P. will provide a copy of their Form ADV, which outlines their services, fees, and potential conflicts of interest.