How does the advisor help clients – Key Takeaways:
EDDIE HAGGAR CAPITAL MGT, INC. is a reputable financial management firm that provides expert guidance to its clients. With a team of highly qualified professionals and years of experience in the industry, they offer comprehensive financial services and cater to a diverse range of clients.
Facts and Insights
Founded in 2005, EDDIE HAGGAR CAPITAL MGT, INC. has built a strong reputation for itself in the financial management industry. The firm is known for its personalized approach towards each client and a commitment to delivering exceptional results.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
EDDIE HAGGAR CAPITAL MGT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, financial planning, retirement planning, tax planning, and risk management.
Client Types:
- Individuals and families
- Businesses and corporations
- Trusts and estates
Fees & Compensation
EDDIE HAGGAR CAPITAL MGT, INC. operates on a fee-only basis, which means they do not earn commissions for recommending specific investments. Their fees are based on a percentage of the assets under management, making them completely transparent and aligned with the client’s interests.
Background
EDDIE HAGGAR CAPITAL MGT, INC. was founded by Eddie Hagger, a certified financial planner with over 20 years of experience in the industry. He is committed to helping his clients achieve their financial goals and believes in building long-term relationships to provide ongoing support and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, EDDIE HAGGAR CAPITAL MGT, INC. is legally bound to act in the best interests of their clients and disclose any potential conflicts of interest. They have a strict code of ethics and adhere to all regulations set by the Securities and Exchange Commission (SEC).