Litchfield & Nelson Partners is a large advisory firm based in Naples. It manages $55.3 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Litchfield & Nelson Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Litchfield & Nelson Partners is $55.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Litchfield & Nelson Partners for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dawn Perniciaro Litchfield has been acting as President since 1 Aug 1998. Inc. Mesa Financial Advisors joined the executive team most recently as the Majority Shareholder.
The principal office where Litchfield & Nelson Partners performs its advisory services is located at 3033 Riviera Drive, Naples, FL 34103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-261-4800 or by fax 239-261-2085. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at litchfieldnelson.com.