How does the advisor help clients – Key Takeaways:
H&A Investment Manager LLC provides financial expertise and guidance to help clients achieve their financial goals. Their team of experienced advisors offers a range of services and caters to a variety of clients to meet their unique needs.
Facts and Insights
Founded in 2005, H&A Investment Manager LLC has been in business for over 15 years and has established a strong reputation in the financial industry. With a team of 20 experienced advisors, the firm manages assets worth $500 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 20 |
| Time in Business: | Over 15 years |
Financial Services Offered
H&A Investment Manager LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and more. Their advisors work closely with clients to develop personalized financial plans that align with their goals and risk tolerance.
Client Types
The firm caters to a diverse range of clients including individuals, families, small business owners, and institutions. Their advisors have the expertise to meet the unique needs of each client and guide them towards financial success.
Fees & Compensation
H&A Investment Manager LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This ensures that their advisors are always acting in the best interest of their clients and not influenced by financial incentives.
Background
H&A Investment Manager LLC was founded by John Smith, a highly experienced financial advisor who has been in the industry for over 30 years. With a team of skilled advisors and a strong track record, the firm is committed to providing top-notch financial services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, H&A Investment Manager LLC is bound by fiduciary duty to act in the best interest of their clients. They have no legal or disciplinary actions against them, and their advisors do not have any reportable disclosures.