NEW ERA FINANCIAL ADVISORS, INC.
Wayzata, Minnesota
5.0
24 Reviews
NBS Financial Services, Inc. is a reputable investment advisory firm located in Westlake Village, CA. With a single office, this local firm has established itself as a trusted partner for individuals seeking expert financial guidance. The company employs a dedicated team of five professionals who specialize in providing comprehensive investment advisory services to their clients.
NBS Financial Services, Inc. prides itself on managing a substantial amount of assets, averaging approximately $45,070,000 per investment advisor. This figure falls within the industry average, highlighting the firm's competence in handling client portfo...
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Assets Under Mgmt
$964.4M
Investment Professionals
11
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Articles
Articles
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