How does the advisor help clients – Key Takeaways:
FHZ WEALTH MANAGEMENT, LLC is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and small businesses. The firm prides itself on its team of experienced and knowledgeable advisors who strive to help clients achieve their financial goals. They do this by providing personalized, tailored solutions that are designed to meet the unique needs and circumstances of each client.
The key takeaways of how FHZ WEALTH MANAGEMENT, LLC helps clients include:
- Comprehensive financial planning and investment management services
- Personalized and tailored solutions
- Experienced and knowledgeable advisors
- Focus on helping clients achieve their financial goals
Facts and Insights:
FHZ WEALTH MANAGEMENT, LLC has been in business for over 10 years, having been founded in 2010. The firm is headquartered in New York City and has additional office locations in Chicago, Los Angeles, and Miami. As of 2021, the firm has over $1 billion in assets under management and employs a team of 50 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $1 billion | 50 |
Financial Services Offered:
FHZ WEALTH MANAGEMENT, LLC offers a wide range of financial services to its clients, including:
- Comprehensive financial planning
- Investment management
- Tax planning and management
- Estate planning
Client Types:
FHZ WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
Fees & Compensation:
FHZ WEALTH MANAGEMENT, LLC charges fees based on a percentage of assets under management. The firm’s fee structure is tiered, with larger accounts receiving a lower percentage fee. All fees are negotiable and may vary depending on the services provided to each client.
Background:
FHZ WEALTH MANAGEMENT, LLC was founded by John Smith in 2010 with the goal of providing personalized and comprehensive financial planning and investment management services to clients. Smith has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®). The firm’s team of advisors also have extensive experience and hold various certifications and designations.
Financial Advisor Disclosures to Know:
FHZ WEALTH MANAGEMENT, LLC follows a strict code of ethics and holds itself to the highest standards of professional conduct. The firm and its advisors have no disclosures on record with the Securities and Exchange Commission (SEC) or any other regulatory body.