How does the advisor help clients – Key Takeaways:
Tara Nolan Advisory Services, Ltd. offers financial expertise to clients in the form of comprehensive financial planning and investment management. By utilizing their strong knowledge of the financial industry and proven strategies, the company aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
Founded in 2005, Tara Nolan Advisory Services, Ltd. has been in business for over 15 years and has a strong track record of providing reliable and effective financial advice. As of December 31, 2020, the company has assets under management of $25 million and a team of two advisors.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2005 | $25 million | 2 advisors | 15+ years |
Financial Services Offered:
Tara Nolan Advisory Services, Ltd. offers a wide range of financial services to help clients manage their finances and investments. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
By offering these services, the company is able to provide a holistic approach to managing clients’ finances and creating a personalized plan that fits their unique needs and goals.
Client Types:
Tara Nolan Advisory Services, Ltd. caters to a diverse range of clients including individuals, families, small business owners, and retirees. The company believes in building strong relationships with their clients and tailoring their services to meet the specific needs of each individual or family.
Fees & Compensation:
Tara Nolan Advisory Services, Ltd. charges a fee based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with that of their clients, as the company only profits when their clients’ investments perform well. The exact percentage may vary depending on the size of the assets under management and the complexity of the client’s financial situation. The company is also transparent about any other fees or compensation they may receive from third-party vendors.
Background:
The founder of Tara Nolan Advisory Services, Ltd., Tara Nolan, has over 25 years of experience in the financial industry. She is a certified financial planner (CFP) and a chartered financial analyst (CFA), demonstrating her commitment to excellence and expertise in the field. Nolan has built a strong team of advisors who share her passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know:
Tara Nolan Advisory Services, Ltd. operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. The company has no record of any disciplinary actions or complaints filed against them by regulatory bodies. Additionally, they have no past or current affiliations with any companies that may create conflicts of interest for their clients.