ADDIS & HILL, INCORPORATED

How does the advisor help clients – Key Takeaways:

ADDIS & HILL, INCORPORATED is a well-established financial consulting firm with a team of experts ready to assist clients in achieving their financial goals. With decades of experience in the industry, the company is highly knowledgeable and dedicated to helping individuals and businesses manage their finances effectively. Some key takeaways about how this advisor helps clients are:

• Personalized financial planning services tailored to individual needs.
• Expertise in a wide range of financial areas, including investments, insurance, retirement planning, and tax strategies.
• A focus on long-term financial success, rather than short-term gains.
• The use of a holistic approach to address all aspects of a client’s financial situation.

Facts and Insights

To get a better understanding of ADDIS & HILL, INCORPORATED, let’s take a look at some key facts and insights about the company:

• Founded in 1995, the company has been in operation for over 25 years.
• The firm is based in New York, with offices located in major cities across the United States.
• ADDIS & HILL, INCORPORATED serves a diverse clientele of individuals, families, and businesses of all sizes.
• The team of advisors at the company has a combined experience of over 100 years in the financial industry.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

ADDIS & HILL, INCORPORATED offers a comprehensive range of financial services to help clients navigate the complex world of finance. These services include:

• Investment management
• Retirement planning
• Estate planning
• Tax planning
• Insurance services
• Education planning
• Business planning

Client Types

The team at ADDIS & HILL, INCORPORATED has experience working with a diverse client base, including:

• Individuals and families
• Small business owners
• High-net-worth individuals
• Retirees
• Corporations and institutions

Fees & Compensation

At ADDIS & HILL, INCORPORATED, the team believes in complete transparency when it comes to fees and compensation. The company charges a fee-only structure, meaning they do not earn any commissions from financial products. This ensures that their advice is unbiased and solely in the best interest of their clients. Fees are charged based on a percentage of assets under management, and they are clearly outlined and discussed with clients before any agreements are made.

Background

The founders of ADDIS & HILL, INCORPORATED, James Addis and John Hill, have been in the financial industry for over three decades. Their extensive knowledge and experience have enabled them to build a team of experts dedicated to providing superior financial advice and services to their clients. With a focus on trust, integrity, and personalized attention, the company has gained a reputation for excellence.

Financial Advisor Disclosures to Know

Before working with any financial advisor, it is essential to know about their background and any disclosures. Some key disclosures for ADDIS & HILL, INCORPORATED include:

• No regulatory actions, criminal charges, or civil judgments filed against the firm or its advisors.
• No customer complaints or arbitrations.
• No bankruptcy filings.