Anglia Advisors

Description

• Financial Planning. Re-imagined. ____________________________ Anglia Advisors is a Registered Investment Advisor (RIA) firm that provides personal finance and investment management solutions using a unique, interactive financial planning process. Founder and principal, Simon Brady, CFP®, started the firm to address the financial management needs of a younger generation. A UK-native and CERTIFIED FINANCIAL PLANNER, Simon understood the struggle of finding an un-conflicted, affordable financial planning advisory service for both US citizens as well as foreign nationals in the US. Based in the heart of New York City, the firm specifically caters to both younger individuals (22-45) who are smart and proactive, ready to build, secure, and protect their personal financial futures as well as foreign nationals, who are either already located in the US or preparing to relocate here, needing guidance for the planning and relocation issues they face. Unlike most financial advisors in the US, Anglia Advisors has no minimum asset levels for our clients and always operates under the Fiduciary Standard. This means our firm is required to act in our clients' best interests at all times and deliver the best possible service we can with every engagement, with no conflicts of interest. This is always the fundamental principle that drives all our recommendations. Anglia Advisors's core investment policy is the unwavering belief that our clients are best served by employing thoughtfully and professionally allocated, low-cost, risk-appropriate investments in the form of highly diversified exchange-traded funds (ETFs). Not in individual stocks/bonds, expensive actively-managed mutual funds, annuities or complex structured products. Our compensation comes exclusively from a flat-fee and monthly retainer-based model in addition to fees that clients pay for optional investment management services and never from commissions or payments from third parties.
• 

  Headquarters:315 West 36th Street , New York, New York, United States

  More
• 

  Phone Number: +1 646-653-4150

• 

  Website: https://www.angliaadvisors.com

• 

  Employees:1

• 

  Revenue:$0 - 1M

• 

  Legal Name:Anglia Advisors

• Anglia Advisors's Social Media

  
• Is this data correct?

• |  NAICS Code: 541320  |

  Show More