Netvest Financial, L.L.C

CRD#170100
Investment Advisor Firm

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Overview

Netvest Financial, L.L.C operates as a financial advisory company that has its headquarters in Scottsdale, Arizona. The company has a small team of four employees, of which two are financial advisors. Netvest Financial, L.L.C is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and equities.

Netvest Financial, L.L.C's main office is located at 9059 E. Bahia Drive, Scottsdale, Arizona 85260. The firm is permitted to provide services to customers in the state of Arizona.

Editorial note: In certain cases, advisors and firms are able to file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the available information for Netvest Financial, L.L.C. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

2

Fee Structure

Hourly, Fixed

Disclosures

No

Office Location

9059 E. Bahia Drive
Scottsdale, AZ 85260

Netvest Financial, L.L.C by the Numbers

Total Number of Employees

4

National Average: 4,943

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Products and Services

Netvest Financial, L.L.C offers multiple financial services, which can include pension consulting services, educational seminars and other services. Notably, the firm did not provide any of its clients with financial planning services in the last fiscal year. The firm does not sell products or offer services other than investment advisory services to its investment advisory clients. The company also has a number of financial industry affiliations, including with an insurance company or agency.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 10% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees charged by financial advisors largely depend on the services provided. Fees billed by the company most likely include the following fee types: hourly or fixed. Netvest Financial, L.L.C does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 37% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 75% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Netvest Financial, L.L.C does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA