Why should I choose Nixon Peabody Financial Advisors?
Today it is more important than ever to have an advisor who is independent, well informed and who works in your best interests. At NPFA, we base our advice on multiple sources of independent research and have the ability to choose from numerous options when determining where to invest. We accept no commissions of any kind, which fosters an environment where decisions are based solely upon your best interests.
Who is the typical NPFA client?
We represent a wide variety of clients, including corporate executives, self-employed business owners, government/education officials and retired individuals. Our experience has been that individuals who have previously worked with other financial planners have the greatest appreciation for our planning process.
What is the cost?
NPFA offers a variety of billing arrangements depending on your needs and preferences. These include hourly fees, fixed quarterly/annual fees, or investment management fees based on a percentage of assets. After a consultation to determine what services are required, we can provide an accurate cost estimate for the relationship.
Do I have to live close to one of your offices to be a client?
We have clients living in many states. Our priority is to help you simplify your financial affairs, and therefore we will meet with you in whatever location is most convenient for you (our offices, your office, your home, etc.) and makes the most sense under the circumstances. We utilize the latest technologies, including teleconferencing and e-mail, to ensure timely communication between face-to-face meetings.
Is there a minimum amount I need to invest with Nixon Peabody Financial Advisors?
Our practice does not maintain strict minimums and is designed to offer maximum flexibility. We are more than happy to meet free of charge with anyone who is interested in his or her financial future and in learning about how we can assist in meeting their goals. Current relationships range from clients who have their entire investment portfolio within NPFA, to others who maintain all of their accounts elsewhere. In either case, NPFA helps to "manage" the client's entire portfolio by compiling comprehensive schedules and plans.
