…
How does the advisor help clients – Key Takeaways:
NORGARD CAPITAL is a reputable financial firm that provides expert guidance and services to clients looking to achieve their financial goals. Through a personalized and comprehensive approach, NORGARD CAPITAL offers a range of financial services to help clients make informed decisions and build a secure financial future.
Facts and Insights
NORGARD CAPITAL has a team of experienced and knowledgeable advisors who utilize their expertise and market insights to serve clients. They offer personalized financial plans and strategies, along with regular performance updates and reviews, to ensure their clients are on track to reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
NORGARD CAPITAL offers a wide range of financial services, including investment management, retirement planning, tax planning, insurance solutions, and estate planning. Their team works closely with clients to understand their unique needs and goals and develop tailored strategies for success.
Client Types
NORGARD CAPITAL serves a diverse client base, including individuals, families, and businesses. They work with clients at various stages of life, from young professionals just starting to build their assets to retirees looking to preserve their wealth.
Fees & Compensation
NORGARD CAPITAL operates on a fee-only basis, meaning that they earn fees from clients based on the assets they manage. This ensures that their advice is always aligned with their clients’ best interests, and they do not receive commissions for selling specific products. Their fees are transparent and based on a percentage of assets under management.
Background
NORGARD CAPITAL was founded in 2006 by John Norgard, a seasoned financial advisor with over 25 years of experience. Since then, the firm has grown to become a trusted name in the industry, known for their expertise, integrity, and commitment to providing personalized and tailored financial solutions to clients.
Financial Advisor Disclosures to Know
NORGARD CAPITAL is a registered investment advisor and abides by strict fiduciary standards. This means that they are legally required to always act in their clients’ best interests and disclose any potential conflicts of interest. They also provide upfront information on their fees, services, and any potential risks associated with their recommended investments.