How does the advisor help clients – Key Takeaways:
As a leading wealth management firm, Teeple Snyder Newsome Wealth Management offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized and comprehensive solutions to meet the unique needs of each client.
Facts and Insights
Teeple Snyder Newsome Wealth Management was founded in 1999 and has been in the business for over 20 years. The firm currently manages over $500 million in assets and has a team of 12 advisors dedicated to serving their clients. The firm’s average account size is $1 million, demonstrating their ability to cater to high net worth individuals and families.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
Financial Services Offered
Teeple Snyder Newsome Wealth Management offers a diverse range of financial services, including investment management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance and risk management to help clients protect their assets and mitigate potential risks.
Client Types
The firm works with a wide variety of clients, including individuals, families, and businesses. They have a particular expertise in working with high net worth individuals who require more complex financial solutions and strategies. Teeple Snyder Newsome Wealth Management also caters to the needs of business owners and corporate executives, providing tailored services to meet their unique financial objectives.
Fees & Compensation
At Teeple Snyder Newsome Wealth Management, the fee structure is based on a percentage of the client’s assets under management. This approach ensures that the firm’s interests are aligned with their clients’ as they only earn fees when their clients’ portfolios perform well. The firm maintains a transparent fee structure, and clients are provided with a detailed breakdown of fees and expenses.
Background
The team at Teeple Snyder Newsome Wealth Management includes a group of highly experienced and credentialed professionals. The firm’s advisors hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). This diverse skill set allows the firm to deliver a wide range of services and expertise to their clients.
Financial Advisor Disclosures to Know
Teeple Snyder Newsome Wealth Management follows strict ethical standards and abides by all industry regulations. As a Registered Investment Advisor (RIA), the firm has a fiduciary duty to act in their clients’ best interests. This means advisors must provide full and fair disclosure of any potential conflicts of interest and always act in the client’s best interest.