How does the advisor help clients – Key Takeaways:
Notion Capital is a leading financial advisory firm that provides expert guidance to individuals and businesses looking to achieve financial success. With a team of experienced advisors, Notion Capital offers a wide range of services and caters to various client types. Here are some key takeaways on how Notion Capital helps its clients:
- Offers personalized financial guidance to help clients reach their unique financial goals
- Provides access to a wide range of financial products and services
- Utilizes a comprehensive, client-focused approach to financial planning
- Helps clients make well-informed, strategic financial decisions
- Provides ongoing support and monitoring to ensure client’s financial plans remain on track
Facts and Insights
Notion Capital is a leading financial advisory firm founded in 2012. Since its inception, the firm has been dedicated to helping clients achieve their financial goals, providing expert guidance and advice every step of the way.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 9 years |
Financial Services Offered
Notion Capital offers a wide range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Business Planning
Client Types
Notion Capital caters to a diverse range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial goals, and Notion Capital works closely with each of them to develop personalized financial plans tailored to their specific needs.
Fees & Compensation
Notion Capital operates on a fee-only basis, meaning their compensation comes directly from the fees paid by their clients. This allows the firm to remain transparent and independent, without any conflicts of interest that may arise from commission-based compensation models.
Background
The team at Notion Capital is comprised of experienced financial professionals, each with a unique set of skills and expertise. They are dedicated to providing top-notch financial advice and guidance to their clients and are constantly staying updated on industry trends and changes to ensure their clients’ financial plans remain effective.
Financial Advisor Disclosures to Know
- Notion Capital is a registered investment advisor with the Securities and Exchange Commission (SEC)
- All advisors at Notion Capital hold appropriate licenses and certifications
- The firm has a fiduciary duty to act in the best interest of their clients
- Notion Capital may receive compensation from third-party providers for recommending certain financial products or services
- The firm prioritizes transparency and will disclose any potential conflicts of interest to their clients