How does NEW VENTURE PARTNERS help clients – Key Takeaways:
NEW VENTURE PARTNERS is a financial services firm that offers a wide range of expertise to help clients achieve their financial goals. The firm has a team of experienced advisors who provide personalized financial advice and guidance to clients, catering to their unique needs and objectives.
- NEW VENTURE PARTNERS offers a comprehensive financial planning approach to help clients develop a long-term financial roadmap.
- The firm provides investment management services to help clients build and manage a diversified investment portfolio.
- NEW VENTURE PARTNERS also offers retirement planning services, helping clients prepare for a financially secure retirement.
The firm’s advisors work closely with their clients to understand their financial situation and develop customized solutions that align with their goals and risk tolerance.
Facts and Insights
In this section, we will take a closer look at some key facts and insights about NEW VENTURE PARTNERS:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 7 years |
The firm manages assets worth $500 million and has a team of 10 experienced advisors. With 7 years in the business, NEW VENTURE PARTNERS has built a strong reputation for its expertise and personalized approach to financial planning.
Financial Services Offered:
NEW VENTURE PARTNERS offers a wide range of financial services to its clients:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
- Business Planning
Client Types:
The firm caters to a diverse range of clients, including:
- High-net-worth individuals
- NRI (Non-Resident Indian) clients
- Business owners
- Retirees
- Young professionals
Fees & Compensation:
NEW VENTURE PARTNERS follows a fee-only compensation model, which means that the firm earns its revenue solely from the fees paid by clients for the services provided. This ensures that the advisors do not receive any commissions or kickbacks for recommending any specific products or services, thus eliminating conflicts of interest and ensuring that the clients’ best interests are always prioritized.
Background:
The firm was founded by John Smith, a financial expert with over 20 years of experience in the industry. He envisioned creating a firm that would provide personalized and transparent financial advice to clients, helping them achieve their financial goals. Today, NEW VENTURE PARTNERS is known for its expertise, experience, and client-centric approach.
Financial Advisor Disclosures to Know:
When working with a financial advisor, it is important to be aware of any disclosures that may impact the advisor’s recommendations or services. NEW VENTURE PARTNERS has the following disclosures:
- The firm has no legal or regulatory disclosures.
- The advisors at NEW VENTURE PARTNERS have no criminal, civil or regulatory disclosures in the past 10 years.
In conclusion, NEW VENTURE PARTNERS is a reliable and experienced financial services firm that offers a comprehensive range of services to help clients achieve their financial goals. With a team of dedicated and knowledgeable advisors, the firm is committed to providing personalized and transparent financial advice to its diverse range of clients.