How does the advisor help clients – Key Takeaways:
BOWEN, HANES & CO INC is not just another financial advisor – they are a team of experts dedicated to helping their clients achieve financial success. With years of experience and a deep understanding of the financial industry, they offer valuable insights and services to their clients. Here are a few key takeaways about how BOWEN, HANES & CO INC helps their clients:
- They act as a financial expert, providing sound advice and guidance to their clients.
- They have a professional approach and a client-centered mindset.
- They understand the unique financial needs of each client and offer tailored solutions.
- They have a strong track record of success and are highly regarded in the industry.
Facts and Insights
BOWEN, HANES & CO INC is a leading financial advisory firm with a wealth of knowledge and experience. Here are some interesting facts and insights about the firm:
| Assets Under Management: | $1.2 billion |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | Over 30 years |
Financial Services Offered
BOWEN, HANES & CO INC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
BOWEN, HANES & CO INC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
Fees & Compensation
BOWEN, HANES & CO INC values transparency when it comes to fees and compensation. They offer fee-based services and their fees are based on a percentage of assets under management. This means that they are aligned with their clients’ best interests, as their compensation is directly tied to their clients’ investment performance.
Background
BOWEN, HANES & CO INC was founded in 1985 by John Bowen and Frank Hanes. Both founders are highly experienced and reputable financial advisors with a strong commitment to their clients’ financial well-being. The firm has grown over the years and now has a team of expert advisors who continue to follow the founders’ client-centric approach.
Financial Advisor Disclosures to Know
It is important to note that BOWEN, HANES & CO INC is a registered investment advisor (RIA) and have a fiduciary duty to act in their clients’ best interests at all times. This means that they are legally obligated to provide unbiased and objective advice, and to always put their clients’ needs above their own. Furthermore, the firm has a clean regulatory record and there are no past or pending disciplinary actions against them.
In conclusion, BOWEN, HANES & CO INC is a reputable and highly competent financial advisor that provides valuable insights and services to their clients. Their strong track record of success, transparent fee structure, and commitment to putting their clients first make them a top choice for anyone seeking financial advice and guidance.