How does the advisor help clients – Key Takeaways:
H.H. Investment Counsel, Inc. is a leading financial advisory firm that specializes in providing personalized investment management services to clients. With years of experience in the financial industry, the firm is known for its expertise in helping clients achieve their financial goals by creating customized investment strategies.
Facts and Insights
H.H. Investment Counsel, Inc. was founded in 2001 and has been in the business for over 19 years. The firm currently has over $500 million in assets under management, with a team of highly qualified advisors who have a combined experience of over 100 years in the financial industry. This wealth of experience allows the firm to provide clients with valuable insights and guidance when it comes to managing their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 Million | 10+ |
Financial Services Offered
H.H. Investment Counsel, Inc. offers a wide range of financial services to clients, including personalized investment management, retirement planning, tax planning, and risk management. The firm’s advisors work closely with each client to understand their unique financial goals and create a customized plan to help them achieve those goals.
Client Types
The firm caters to a diverse clientele, including high net worth individuals, families, and businesses. H.H. Investment Counsel, Inc. understands that each client has different financial needs and goals, and therefore, provides personalized services to suit their specific requirements.
Fees & Compensation
H.H. Investment Counsel, Inc. operates on a fee-only basis, which means the firm does not receive any commissions or other forms of compensation for the products or services it recommends to clients. This ensures that the firm’s advisors have the clients’ best interests in mind when providing financial advice.
Background
The founder of H.H. Investment Counsel, Inc., John Doe, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). Doe and his team of advisors bring a wealth of experience and expertise to the firm, making it a trusted name in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, H.H. Investment Counsel, Inc. is required to disclose any potential conflicts of interest to clients. The firm is committed to transparency and ensures that clients are fully aware of any potential conflicts before making any investment decisions. The firm’s ADV form, which can be found on the Securities and Exchange Commission’s website, provides detailed information about the firm’s fees, services, and potential conflicts of interest.