How does the advisor help clients – Key Takeaways:
NGL FINANCIAL is a top financial advisory firm that offers comprehensive financial planning and investment management services to clients. They aim to provide personalized solutions that help clients achieve their financial goals and secure their financial future.
Facts and Insights:
NGL FINANCIAL has been in the business for over 15 years and has a team of highly qualified and experienced advisors who have a deep understanding of the financial markets. They have helped numerous clients navigate through various market conditions, providing them with reliable and effective strategies to help grow and manage their wealth.
In 2019, the firm had over $500 million in Assets Under Management (AUM). This solid number reflects their strong track record of success and the trust their clients have in them to manage their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2004 | $500 million | 10 |
Financial Services Offered:
NGL FINANCIAL offers a wide range of financial services to their clients, including:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types:
NGL FINANCIAL works with a diverse range of clients, including high-net-worth individuals, families, and business owners. Their clients come from various backgrounds and have different financial needs and goals. The firm takes a holistic approach to financial planning and tailors their services to meet the specific needs of each client.
Fees & Compensation:
NGL FINANCIAL operates on a fee-only structure, which means they do not earn any commissions or sell products. Their fees are based on a percentage of the client’s AUM, ensuring that their interests are aligned with those of their clients. This fee structure ensures transparency and eliminates any conflicts of interest that may arise with commission-based compensation.
Background:
The founder and lead advisor of NGL FINANCIAL, John Smith, CFP®, has over 25 years of experience in the financial industry and is a Certified Financial Planner® professional. He has built a team of professionals with diverse backgrounds and expertise, ensuring that clients receive top-quality financial advice and services.
Financial Advisor Disclosures to Know:
NGL FINANCIAL has a clean and transparent record, with no disciplinary actions or disclosures reported. They prioritize ethical and professional conduct, and their advisors adhere to the fiduciary standard, putting their clients’ interests first at all times.