A complete list of active advisors currently associated with Niles Asset Management, Inc
Warmer can help you find a great advisor at Niles Asset Management, Inc or one who fits your needs even better.
Niles Asset Management is a fee-only investment adviser that provides personalized financial planning and investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses; the firm’s client list also includes banking or thrift institution clients. Services described in the brochure include ongoing portfolio management, comprehensive financial planning, tax-preparation work, retainer and hourly planning engagements, and periodic publications and reports. The firm manages about $96 million in client assets primarily on a discretionary basis and follows a strategic asset-allocation framework using a core-and-satellite approach — passively managed index and ETF positions as the core with selectively chosen active funds in satellite allocations — and implements trades through discount custodians and fund companies. Account reviews are performed at least annually (with more frequent reviews as conditions warrant), and advisory clients receive written quarterly updates that may include net worth and portfolio statements. Niles is notable among peers for explicitly serving banks and thrift institutions in addition to typical individual and institutional clients, a client type that is uncommon for firms of this size. The brochure also emphasizes the firm’s strict fee-only model (no commissions or product sales), a range of engagement structures beyond percentage-of-AUM billing (including fixed retainer and hourly work), and a policy that clients retain responsibility for voting their own proxies unless assistance is requested.
To learn more about the advisors currently working at Niles Asset Management, 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 |
|---|---|---|
Brushton, NY
| 1
| |
Brushton, NY
| 0
| |
Brushton, NY
| 4
|
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