NORTHSHIRE CONSULTING, LLC

How does the advisor help clients – Key Takeaways:

Northshire Consulting, LLC is a financial consulting firm that specializes in helping clients achieve their financial goals and make sound financial decisions. They offer a wide range of financial services and cater to a diverse group of clients. Here are some key takeaways about their services and approach:

• Northshire Consulting, LLC provides expert financial advice and guidance to help clients navigate complex financial decisions.
• They offer personalized financial planning strategies tailored to each client’s specific needs and goals.
• Their team of experienced financial advisors combines their expertise with the latest financial tools and technology to provide comprehensive and effective solutions.
• They prioritize transparency and communication, ensuring that clients are informed and involved in the decision-making process.
• Northshire Consulting, LLC is dedicated to helping clients build and protect their wealth, achieve financial stability, and secure their financial future.

Facts and Insights

Here are some insights into Northshire Consulting, LLC’s assets under management, number of advisors, and time in business:

These numbers reflect Northshire Consulting, LLC’s established presence in financial consulting and their ability to effectively manage and grow their clients’ assets.

Financial Services Offered

Northshire Consulting, LLC provides a comprehensive range of financial services to meet the diverse needs of their clients. Some of their key services include:

• Retirement planning
• Investment management
• Estate planning
• Insurance planning
• Tax planning
• Education planning
• Small business planning

They also offer specialized services such as socially responsible investing and trust services, catering to the specific needs and preferences of their clients.

Client Types

Northshire Consulting, LLC works with a diverse group of clients, including:

• Individuals
• High-net-worth individuals
• Families
• Small business owners
• Non-profit organizations

They understand that each client has unique financial needs and goals, and they tailor their services to address these varying needs and situations.

Fees & Compensation

Northshire Consulting, LLC operates on a fee-based model, which means their compensation is mainly derived from the fees they receive for their services. This model ensures that they are not influenced by commissions and can provide unbiased advice and recommendations to their clients.

The specific fees for their services may vary depending on the individual client’s financial situation and needs. Northshire Consulting, LLC is committed to transparency, and they provide detailed fee schedules to their clients before starting any financial planning or investment activities.

Background

Northshire Consulting, LLC was founded in 2010 by a group of experienced financial advisors who shared a common goal of helping clients achieve financial success. Their team of advisors has diverse backgrounds and expertise, allowing them to provide comprehensive solutions and personalized guidance to their clients.

Northshire Consulting, LLC is based in New York City and serves clients across the United States. They are registered with the Securities and Exchange Commission (SEC) and are a member of the Financial Industry Regulatory Authority (FINRA).

Financial Advisor Disclosures to Know

As with any financial advisory firm, it is essential to be aware of any potential disclosures or conflicts of interest that may arise. Some important disclosures to know about Northshire Consulting, LLC include:

• They are a fee-based firm that receives compensation for their services.
• They have a strict code of ethics and adhere to the fiduciary standard, always acting in the best interest of their clients.
• They do not have any disciplinary actions or regulatory sanctions on record.

It is always advisable to do research and due diligence when choosing a financial advisor, and Northshire Consulting,