North Shield Capital LLC is a leading financial advisory firm that provides expert guidance and comprehensive services to its clients. With a proven track record of success, North Shield Capital LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
– North Shield Capital LLC offers personalized financial planning and investment management services to its clients.
– The firm helps clients to understand their financial situation and provides tailored solutions to meet their specific needs and goals.
– North Shield Capital LLC uses a holistic approach to guide clients through all aspects of their financial journey, including retirement planning, tax strategies, and estate planning.
– The firm provides ongoing support and education to help clients stay on track and make informed financial decisions.
Facts and Insights
– North Shield Capital LLC was founded in 2005 and has been serving clients for over 15 years.
– The firm is headquartered in New York City and has offices in several major cities across the United States, including Los Angeles, Chicago, and Miami.
– North Shield Capital LLC has over $10 billion in assets under management and employs a team of highly experienced financial advisors and analysts.
– The firm has a strong reputation for its unbiased and transparent advice, putting the clients’ interests first in all decisions.
Assets Under Management, Number of Advisors and Time in Business:
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Year Founded: 2005
Number of Offices: 4
Total Assets Under Management: $10 billion+
Number of Advisors: 50+
Total Client Accounts: 10,000+
Average Account Size: $1 million+
Financial Services Offered
North Shield Capital LLC offers a wide range of financial services to help clients achieve their financial goals and aspirations. These services include:
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Charitable Giving
- Educational Planning
- Business Planning
Client Types
North Shield Capital LLC caters to a diverse range of clients, including:
- Individuals and Families
- High Net-Worth Individuals
- Business Owners
- Corporate Executives
- Retirees
- Trusts, Foundations, and Endowments
- Non-Profit Organizations
Fees & Compensation
North Shield Capital LLC operates on a fee-based compensation structure, which means that the firm charges a percentage of assets under management or an hourly fee for its services. This fee structure ensures that the firm’s interests are aligned with its clients’ interests, as the firm’s compensation is linked to the performance of the client’s investments. Clients can expect complete transparency and clarity regarding the fees and charges associated with the services provided by North Shield Capital LLC.
Background
North Shield Capital LLC was founded by a team of experienced and knowledgeable financial advisors who shared a passion for helping individuals and families achieve their financial goals. The firm’s founders believed that financial planning and investment management should be accessible to everyone, regardless of their income or net worth. With this vision in mind, North Shield Capital LLC has grown to become a highly reputable and trusted financial advisory firm, with a commitment to providing personalized and comprehensive services to all its clients.
Financial Advisor Disclosures to Know
North Shield Capital LLC values transparency and upholds the highest standards of ethical conduct in all its practices. As a registered investment advisor, the firm is legally obligated to disclose any potential conflicts of interest that may arise in its relationships with clients. Clients can trust that North Shield Capital LLC will always act in their best interests and provide unbiased and objective advice.