A complete list of active advisors currently associated with New Talents Financial Services Inc
Warmer can help you find a great advisor at New Talents Financial Services Inc or one who fits your needs even better.
New Talents Financial Services Inc provides fee-only portfolio management and financial planning services tied specifically to portfolio management for individuals, high‑net‑worth clients, and individual and family trusts. The firm is newly registered and reports no assets under management; because it charges performance‑based fees it is structured to work with qualified clients under applicable SEC rules. The firm manages accounts on a discretionary basis using strategic asset allocation, diversified portfolio construction, and long‑term investment strategies across ETFs, mutual funds, individual equities, and fixed income, and permits client‑imposed restrictions on certain securities or asset classes. Operational practices include relying on third‑party broker‑dealers for custody (the brochure recommends Interactive Brokers), providing monthly written performance reports, treating accounts separately rather than aggregating orders, and declining to take custody or vote client proxies. Distinctive features include offering financial planning only insofar as it relates to portfolio management rather than as a standalone service, a combination that is uncommon for firms in this regulatory category, and an explicit absence of private fund advisory activities. The firm also uses an annual performance‑based billing process with a hurdle referenced to the average federal funds rate and a high‑water mark, and states a fee‑only, no‑commission policy within a family‑owned S‑corporation structure.
To learn more about the advisors currently working at New Talents Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corona, CA
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