How does the advisor help clients – Key Takeaways:
NORMANDY INVESTMENT ADVISORS is a financial expert that provides personalized services to help clients achieve their financial goals. By utilizing their expertise and experience, they offer comprehensive financial planning and investment management services.
Some key takeaways of how NORMANDY INVESTMENT ADVISORS helps their clients are:
- They offer personalized financial planning services to cater to individual needs and goals.
- They provide investment management services to help clients make informed decisions about their portfolios.
- They have a team of experienced advisors who offer professional guidance and support.
- They strive to establish long-term relationships with their clients and work towards their success.
Facts and Insights
NORMANDY INVESTMENT ADVISORS has been in the financial advisory industry for over 20 years, providing expert services to individuals and families. Their team of advisors has a combined experience of over 50 years, making them a reliable and knowledgeable source for financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $100 million | 10 | 20+ years |
Financial Services Offered
NORMANDY INVESTMENT ADVISORS offers a range of financial services to cater to the diverse needs of their clients. Some of the services they offer include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
NORMANDY INVESTMENT ADVISORS caters to a variety of clients, including individuals, families, and small businesses. They offer personalized services that are tailored to meet the unique needs and goals of each client.
Fees & Compensation
NORMANDY INVESTMENT ADVISORS operate on a fee-only basis, meaning they are only compensated by their clients and do not receive commissions from the sale of financial products. They believe this fee structure aligns their interests with their clients, ensuring that their recommendations are solely in the best interest of their clients.
Background
NORMANDY INVESTMENT ADVISORS was founded by a team of experienced and knowledgeable financial experts with a shared passion for helping clients achieve financial success. Their team of advisors includes Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who have a deep understanding of the financial industry and a commitment to providing top-notch services to their clients.
Financial Advisor Disclosures to Know
As a financial expert, NORMANDY INVESTMENT ADVISORS is required to disclose any potential conflicts of interest to their clients. They adhere to strict ethical and professional standards to ensure transparency and build trust with their clients. Some important disclosures to know about NORMANDY INVESTMENT ADVISORS include:
- They are a fee-only firm and do not receive commissions from financial product sales.
- They may have partnerships or affiliations with certain companies, but this does not influence their recommendations to clients.
- They may receive referral fees, but only if their clients choose to work with the referred entity.