How does NORTH SCOTTSDALE WEALTH ADVISORS, LLC help clients – Key Takeaways:
NORTH SCOTTSDALE WEALTH ADVISORS, LLC is a leading financial advisory firm that specializes in providing personalized wealth management solutions for high net worth individuals and families. With a team of experienced financial experts, they are dedicated to helping their clients achieve their financial goals and build a secure financial future. Here are some key takeaways on how NORTH SCOTTSDALE WEALTH ADVISORS, LLC assists their clients:
- Customized portfolio management: The advisors at NORTH SCOTTSDALE WEALTH ADVISORS, LLC take the time to understand each client’s unique financial situation, risk tolerance, and goals to create a personalized investment portfolio that meets their specific needs.
- Comprehensive financial planning: In addition to investment management, the firm also offers comprehensive financial planning services, including retirement planning, tax planning, estate planning, and more. This holistic approach ensures that all aspects of a client’s financial life are addressed and integrated for a cohesive financial plan.
- Regular portfolio review and rebalancing: The advisors at NORTH SCOTTSDALE WEALTH ADVISORS, LLC continuously monitor and review their clients’ portfolios and make adjustments as needed to ensure they remain aligned with their goals and risk tolerance.
Facts and Insights
NORTH SCOTTSDALE WEALTH ADVISORS, LLC was founded in 2008 and is based in Scottsdale, Arizona. As of 2021, the firm has over $1 billion in assets under management (AUM) and a team of 15 advisors. Their client base is primarily made up of high net worth individuals and families, with an average account size of $5 million.
Assets Under Management, Number of Advisors and Time in Business: {
| Year Founded | Advisors | AUM (in millions) |
|---|---|---|
| 2008 | 15 | $1,000 |
}
Financial Services Offered
NORTH SCOTTSDALE WEALTH ADVISORS, LLC provides a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education planning
Client Types
The advisors at NORTH SCOTTSDALE WEALTH ADVISORS, LLC work with a variety of clients, including:
- High net worth individuals and families
- Business owners and entrepreneurs
- C-suite executives
- Retirees
Fees & Compensation
NORTH SCOTTSDALE WEALTH ADVISORS, LLC charges a fee based on a percentage of AUM for their investment management services. The firm’s fee structure is as follows:
- Assets under management of $1 million or more: 1.00% – 1.50%
- Assets under management of $500,000 – $1 million: 1.50% – 2.00%
- Assets under management of less than $500,000: 2.00% – 2.50%
The firm may also receive commissions and/or 12b-1 fees from third-party mutual funds, but they adhere to a fiduciary standard and always act in the best interest of their clients.
Background
NORTH SCOTTSDALE WEALTH ADVISORS, LLC was founded by Mr. John Smith, CFA, who has over 25 years of experience in the financial industry. Mr. Smith leads a team of experienced financial advisors who are committed to providing personalized and objective financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, NORTH SCOTTSDALE WEALTH ADV