How FIRST HORIZON ADVISORS, INC Helps Clients – Key Takeaways:
FIRST HORIZON ADVISORS, INC is a leading financial advisor firm that specializes in providing a wide range of financial services to clients. Their team of expert advisors uses their extensive knowledge and experience to help clients achieve their financial goals. Here are some key takeaways on how FIRST HORIZON ADVISORS, INC helps their clients:
- Creating personalized financial plans: FIRST HORIZON ADVISORS, INC works closely with each client to create a customized financial plan that takes into account their unique financial situation, goals, and risk tolerance.
- Investment management: The firm offers a variety of investment options to help clients grow their wealth and achieve long-term financial success.
- Estate planning: FIRST HORIZON ADVISORS, INC helps clients plan for the transfer of their assets and ensure their loved ones are taken care of.
- Tax planning: They provide expert tax planning strategies to help clients minimize their tax liabilities and maximize their after-tax returns.
- Risk management: With their in-depth knowledge of insurance products, FIRST HORIZON ADVISORS, INC helps clients protect their assets and achieve peace of mind.
Facts and Insights:
Here are some facts and insights about FIRST HORIZON ADVISORS, INC:
- Assets under management: As of December 31, 2020, FIRST HORIZON ADVISORS, INC had approximately $32.9 billion in assets under management.
- Number of advisors: The firm has over 500 advisors across the United States, each with a unique set of skills and specialties to help clients.
- Time in business: FIRST HORIZON ADVISORS, INC was founded in 1998, giving them over two decades of experience in the financial services industry.
Financial Services Offered:
FIRST HORIZON ADVISORS, INC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the main services provided by the firm include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance and risk management
- Business planning
Client Types:
FIRST HORIZON ADVISORS, INC caters to a wide range of clients, including individuals, families, and businesses. They work with clients from all walks of life and financial backgrounds, providing them with personalized financial services tailored to their unique needs and goals.
Fees & Compensation:
FIRST HORIZON ADVISORS, INC operates on a fee-based compensation structure. This means that they charge clients a percentage of their assets under management as their fee, rather than earning commissions on the sale of financial products. This fee structure aligns the advisor’s interests with those of their clients, as the advisor’s compensation increases only when the client’s assets grow.
Background:
FIRST HORIZON ADVISORS, INC is a subsidiary of First Horizon National Corporation, a premier financial services company with a long history and solid reputation in the industry. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals through sound financial planning and investment management strategies.
Financial Advisor Disclosures to Know:
Before choosing to work with any financial advisor, it is essential to review their disclosures to fully understand how they operate and how they are compensated. FIRST HORIZON ADVISORS, INC has the following disclosures:
- Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer, member of FINRA/SIPC.
- Insurance products offered through LPL Financial or its licensed affiliates.
- Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Bank Deposit, Not Insured by any Federal Government Agency.
- The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, FL, IL, KY, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN,