How does the advisor help clients – Key Takeaways:
CENTER HILL WEALTH, LLC provides comprehensive financial planning and wealth management services to individuals and businesses. With a team of experienced and knowledgeable advisors, they help clients achieve their financial goals and navigate through various market conditions.
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Risk management
Facts and Insights
Founded in 2005, CENTER HILL WEALTH, LLC has been in the financial services industry for over 15 years. During this time, they have established a strong reputation for delivering customized solutions and exceptional service to their clients.
According to publicly available data, as of 2020, the firm manages over $500 million in assets under management and has a team of 8 advisors. They are headquartered in New York City and serve clients throughout the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 8 |
Financial Services Offered
At CENTER HILL WEALTH, LLC, clients have access to a wide range of financial services to meet their specific needs and goals. These services include:
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Risk management
The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a comprehensive strategy for long-term success.
Client Types
CENTER HILL WEALTH, LLC works with a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Corporate executives
- Trusts and estates
The firm’s advisors have experience working with clients from various backgrounds and with various financial goals, allowing them to tailor their services to each individual’s unique needs.
Fees & Compensation
CENTER HILL WEALTH, LLC primarily charges fees based on a percentage of assets under management. This fee structure ensures that the firm is aligned with their clients’ best interests and motivates them to grow their clients’ portfolios.
The firm may also charge additional fees for specific services, such as financial planning or estate planning. These fees will be fully disclosed to clients upfront, ensuring transparency and trust in the advisor-client relationship.
Background
The team at CENTER HILL WEALTH, LLC is made up of highly qualified and experienced professionals. Their advisors hold various certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
The firm is committed to ongoing education and staying updated on the latest industry trends and strategies to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CENTER HILL WEALTH, LLC has a fiduciary duty to act in their clients’ best interests. This means they must disclose any potential conflicts of interest and always act in an ethical and transparent manner.
The firm’s advisors are also obligated to disclose any disciplinary actions or investigations they have been involved in. These disclosures can be found on the SEC and FINRA websites.