How does the advisor help clients – Key Takeaways:
FISHHAWK ADVISORS, LLC is a financial advisory firm that provides comprehensive financial planning and investment management services to its clients. The firm focuses on educating clients and providing personalized strategies to help them achieve their financial goals.
Here are some key takeaways about how FISHHAWK ADVISORS, LLC helps their clients:
- Provides comprehensive financial planning and investment management services
- Offers personalized strategies based on individual client goals
- Emphasizes financial education and empowering clients to make informed decisions
- Has a team of experienced financial experts to guide clients
Facts and Insights
FISHHAWK ADVISORS, LLC has been in business for over 10 years and has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm focuses on providing personalized and client-centric advice, and prides itself on educating clients about their investments and financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 5 | $50 million |
Financial Services Offered
FISHHAWK ADVISORS, LLC offers a wide range of financial services to its clients, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
FISHHAWK ADVISORS, LLC serves a diverse client base that includes individuals, families, and small business owners. The firm’s personalized approach allows them to cater to each client’s unique needs and financial goals.
Fees & Compensation
FISHHAWK ADVISORS, LLC charges a fee based on a percentage of assets under management for their investment management services. For financial planning services, the firm charges an hourly or flat fee. This fee structure ensures that the firm’s interests are aligned with their clients’ goals, as they only earn more when their clients’ assets grow in value.
Background
FISHHAWK ADVISORS, LLC was founded by John Brown, a certified financial planner (CFP) with over 20 years of experience in the industry. The firm has grown to include a team of experienced advisors who are committed to providing personalized and comprehensive financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FISHHAWK ADVISORS, LLC is required to disclose any potential conflicts of interest or financial disclosures that may affect their clients. These disclosures are readily available on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC). The firm prides itself on transparency and ensuring that their clients are aware of any potential conflicts of interest.