How does the advisor help clients – Key Takeaways:
EUBANK, HUTSON & ASSOCIATES, LLC is a leading financial advisory firm that helps clients achieve their financial goals through a comprehensive approach that combines expert knowledge, personalized strategies, and exceptional service. Some key takeaways of their services include:
- Expertise in financial planning, investment management, and retirement planning
- Customized solutions based on client’s unique circumstances and goals
- Regular reviews and updates to ensure strategy remains aligned with client’s goals
- Transparent and straightforward communication
- Commitment to continued education and staying current with industry trends
Facts and Insights
EUBANK, HUTSON & ASSOCIATES, LLC has been in business for over 20 years, serving clients across the country with a focus on financial planning and investment management. The firm currently manages over $500 million in assets and has a team of experienced advisors dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 20 years |
Financial Services Offered
The team at EUBANK, HUTSON & ASSOCIATES, LLC offers a wide range of financial services to help clients achieve their goals. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
EUBANK, HUTSON & ASSOCIATES, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. Their expertise and personalized approach make them a popular choice for clients looking for comprehensive financial planning and investment management services.
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, with a minimum fee of $10,000. For larger accounts, fees can be negotiated based on the complexity and scope of services. EUBANK, HUTSON & ASSOCIATES, LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products, ensuring their advice is always in the best interest of their clients.
Background
The team at EUBANK, HUTSON & ASSOCIATES, LLC has a strong background in finance, with each member holding advanced degrees and professional certifications in areas such as financial planning, wealth management, and retirement planning. This deep knowledge and experience allow them to provide personalized and strategic advice to their clients.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), EUBANK, HUTSON & ASSOCIATES, LLC is held to a fiduciary standard of care, meaning they are legally obligated to act in the best interest of their clients. They have a clean record with no disciplinary actions or regulatory sanctions. More information about their disclosures can be found on the Securities and Exchange Commission’s website.