How does the advisor help clients – Key Takeaways:
Facts and Insights
H. C. DENISON CO. is a reputable financial consulting firm that has been providing expert advice to clients for over 25 years. With a team of experienced and knowledgeable advisors, they offer personalized solutions to help clients achieve their financial goals.
The firm currently has over $100 million in assets under management and a team of 10 skilled advisors who are dedicated to serving the needs of their clients. With a strong track record of success, H. C. DENISON CO. has built a solid reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 25 years |
Financial Services Offered
H. C. DENISON CO. offers a wide range of financial services to meet the unique needs of their clients. This includes investment management, retirement planning, estate planning, tax planning, and more.
Client Types
The firm works with a diverse group of clients, including individuals, families, small businesses, and corporations. Their approach to financial planning is tailored to the specific needs and goals of each client, ensuring a personalized and effective strategy.
Fees & Compensation
H. C. DENISON CO. operates on a fee-based structure, charging a percentage of the assets under management as their fee. This ensures that their interests are aligned with those of their clients, as their compensation is directly tied to the success of their clients’ investments.
Background
The founder and CEO of H. C. DENISON CO., Howard Denison, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC), making him a highly qualified and respected expert in the field. Under his leadership, the firm has grown to become a trusted resource for financial advice.
Financial Advisor Disclosures to Know
As a transparent and ethical firm, H. C. DENISON CO. believes in disclosing all potential conflicts of interest to their clients. They have a strict fiduciary duty to act in their clients’ best interests at all times, and any potential conflicts will be fully disclosed and addressed.