How does the advisor help clients – Key Takeaways:
NEXUS CAPITAL INC. provides personalized financial advice and guidance to help clients reach their financial goals. They offer a wide range of financial services and cater to different types of clients, all while maintaining a high level of transparency and professionalism.
Facts and Insights
As a leading financial advisory firm, NEXUS CAPITAL INC. has established a strong reputation for delivering exceptional service and results to their clients. Their team of experienced financial experts combines their knowledge and skills to provide comprehensive financial solutions tailored to each client’s unique needs.
The firm has a strong track record of helping clients improve their financial health and reach their long-term goals. They understand the complex and ever-changing financial landscape and use their expertise to guide clients towards making informed and strategic decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 25 |
| 2019 | $450 | 20 |
| 2018 | $400 | 18 |
| 2017 | $350 | 15 |
| 2016 | $300 | 13 |
Financial Services Offered
NEXUS CAPITAL INC. offers a comprehensive range of financial services to help clients achieve their financial objectives. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial situation and provide tailored solutions to meet their specific needs.
Fees & Compensation
The fees charged by NEXUS CAPITAL INC. for their services are primarily based on a percentage of the assets under management. They also offer hourly and project-based fees for certain services. All fees are discussed and agreed upon with clients beforehand to ensure full transparency and understanding.
Background
NEXUS CAPITAL INC. was founded in 2015 by a team of experienced financial professionals with a shared vision of providing top-notch financial services to clients. The firm has since grown and expanded its services, but their commitment to delivering personalized and customized financial solutions remains unchanged.
Financial Advisor Disclosures to Know
As a registered investment advisor, NEXUS CAPITAL INC. is legally required to disclose any potential conflicts of interest or disciplinary events. Clients can access this information through the firm’s Form ADV, available on the SEC website.