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How does the advisor help clients – Key Takeaways:
NPV ADVISORY SERVICES, LLC (NPVAS) is a reputable financial advisory firm with a proven track record of helping clients achieve their financial goals. Their team of experienced financial experts provides personalized and comprehensive services to individuals, families, and businesses.
Facts and Insights:
NPVAS was founded in 2008 and has since grown to manage over $500 million in assets. The firm has a team of 15 advisors who have an average of 20 years of experience in the financial industry. NPVAS prides itself on its proactive approach to financial planning and always puts the needs of its clients first.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 13 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Educational Planning
Client Types:
NPVAS serves a diverse range of clients, including high-net-worth individuals, retirees, business owners, and young professionals. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation:
NPVAS charges a fee based on a percentage of assets under management, ranging from 0.75% to 1.5%. They believe in complete transparency and do not receive any commissions or third-party compensation.
Background:
The team at NPVAS has a strong background in finance, with a majority of their advisors holding advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They stay updated on the ever-changing financial landscape and constantly improve their skills to better serve their clients.
Financial Advisor Disclosures to Know:
NPVAS is a registered investment advisor and is held to a fiduciary standard, meaning they must act in their clients’ best interests at all times. They have a clean disciplinary record and are committed to maintaining the highest ethical standards.