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How does the advisor help clients – Key Takeaways:
HAAS CAPITAL MANAGEMENT LLC is a financial advisory firm that helps clients manage and grow their wealth. They offer a wide range of financial services, including investment management, retirement planning, and estate planning. With a team of experienced and knowledgeable advisors, they provide personalized strategies and solutions to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about HAAS CAPITAL MANAGEMENT LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
These numbers show that HAAS CAPITAL MANAGEMENT LLC has a sizable amount of assets under management, a team of experienced advisors, and a long-standing reputation in the financial industry.
Financial Services Offered
HAAS CAPITAL MANAGEMENT LLC offers a variety of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
With this comprehensive range of services, HAAS CAPITAL MANAGEMENT LLC is able to provide holistic and tailored solutions for their clients’ financial needs.
Client Types
HAAS CAPITAL MANAGEMENT LLC primarily works with high net worth individuals, families, and small businesses. They also serve institutional clients, including pension plans and endowments. This diverse client base allows them to cater to a wide range of financial needs and goals.
Fees & Compensation
HAAS CAPITAL MANAGEMENT LLC follows a fee-only structure, which means they do not earn commissions or receive compensation from third parties. This allows their advisors to provide unbiased and objective recommendations for their clients. Their fees are based on a percentage of assets under management, providing an incentive for the firm to help their clients grow their investments.
Background
HAAS CAPITAL MANAGEMENT LLC was founded in 2000 by John Haas, a certified financial planner (CFP) with over 25 years of experience in the financial industry. The firm is based in New York City and has expanded to three other locations in the US. With a team of 10 advisors, HAAS CAPITAL MANAGEMENT LLC manages over $500 million in assets.
Financial Advisor Disclosures to Know
It is important to note that HAAS CAPITAL MANAGEMENT LLC does not have any disclosures listed on their Form ADV, which is filed with the Securities and Exchange Commission (SEC). This indicates that the firm has a clean record and has not faced any disciplinary actions or regulatory issues.