How does the advisor help clients – Key Takeaways:
North Shore Asset Management, LLC is dedicated to providing exceptional financial advice to their clients. The highly experienced team at North Shore Asset Management, LLC specializes in creating customized financial plans to help individuals and businesses reach their financial goals. With expert guidance and a thorough understanding of the financial market, clients can confidently navigate their financial journey with North Shore Asset Management, LLC by their side.
Facts and Insights
Founded in 2005, North Shore Asset Management, LLC has over 15 years of experience in the financial industry. With a focus on transparency and personalized service, North Shore Asset Management, LLC has built a reputation for being a trusted advisor in the financial community. The firm primarily works with individuals and businesses in the greater New York area, but their services are available to clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15+ years |
Financial Services Offered
North Shore Asset Management, LLC offers a wide range of comprehensive financial services to their clients. These services include investment management, retirement planning, tax planning, insurance services, and estate planning. With each service tailored to the individual needs and goals of their clients, North Shore Asset Management, LLC helps their clients make sound financial decisions that align with their long-term objectives.
Client Types
North Shore Asset Management, LLC is equipped to serve a diverse range of clients. This includes high-net-worth individuals, families, small business owners, and corporations. Whether a client is just starting their financial journey or is looking to grow and protect their wealth, the team at North Shore Asset Management, LLC has the experience and expertise to deliver personalized solutions for each unique situation.
Fees & Compensation
North Shore Asset Management, LLC operates as a fee-only advisor. This means that their primary source of compensation comes from fees paid by their clients for their services. As a fee-only advisor, North Shore Asset Management, LLC avoids conflicts of interest that may arise from commission-based compensation and is committed to providing unbiased and objective financial advice to their clients.
Background
The team at North Shore Asset Management, LLC is comprised of highly qualified and experienced professionals. Each member holds various industry designations and brings a unique set of skills and expertise to the firm. With a strong commitment to continuing education, the team stays up-to-date on market trends and is well-equipped to provide exceptional financial advice and services to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and potential conflicts of interest. North Shore Asset Management, LLC is a Registered Investment Advisor (RIA) and operates under the fiduciary standard. This means they are legally obligated to act in the best interests of their clients at all times. Additionally, the firm has a clean record with no disciplinary actions or regulatory sanctions.