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How does the advisor help clients – Key Takeaways:
HADDON GROUP LLC is a financial advisory firm that specializes in providing personalized financial guidance to individuals, families, and businesses. With decades of experience in the financial industry and a team of highly qualified advisors, HADDON GROUP LLC is able to provide clients with comprehensive and tailored financial solutions.
Facts and Insights
HADDON GROUP LLC is a registered investment advisor and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). This means that the firm is held to a high standard of ethical and professional conduct, providing clients with peace of mind and confidence in their services.
HADDON GROUP LLC is located in New York, with additional offices in Pennsylvania and California, and has over $1 billion in assets under management. The firm has been in business for over 30 years, making it a trusted and established name in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | Over 30 years |
Financial Services Offered
HADDON GROUP LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning and preparation, estate planning, and insurance services.
The firm takes a holistic approach to managing clients’ finances, considering their short-term and long-term goals, risk tolerance, and personal values. This allows HADDON GROUP LLC to create personalized and comprehensive financial plans that align with each client’s unique needs and objectives.
Client Types
HADDON GROUP LLC serves a variety of clients, including high net worth individuals, families, business owners, and professionals. The firm understands that each client has unique financial needs and goals, and is committed to providing customized solutions to help them achieve financial success.
Fees & Compensation
The fees and compensation structure at HADDON GROUP LLC is transparent and straightforward. The firm primarily charges a percentage of assets under management, with the exact percentage varying based on the services provided. This means that the firm’s interests are aligned with those of its clients, as they both benefit from the growth of the client’s portfolio.
HADDON GROUP LLC also offers fee-based financial planning services, which are charged on an hourly or project basis. This gives clients the flexibility to choose the type of service that best suits their needs and budget.
Background
HADDON GROUP LLC was founded in 1989 by John Haddon, a seasoned financial advisor with a passion for helping individuals and families achieve their financial goals. Over the years, the firm has grown to include a team of experienced and knowledgeable advisors, all dedicated to providing top-notch financial guidance to their clients.
The firm’s advisors have a diverse range of backgrounds and expertise, allowing them to provide a well-rounded and comprehensive approach to financial planning and management. They also undergo regular training and education to stay updated on the latest market trends and changes in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, HADDON GROUP LLC is legally required to disclose any potential conflicts of interest that may arise in their client relationships. This includes any affiliations with other companies that may recommend or sell products to clients, as well as any compensation received that may influence their recommendations.
HADDON GROUP LLC prides itself on its commitment to transparency and puts the interests of clients above everything else. The firm is dedicated to building long-term relationships with its clients and helping them achieve financial success through sound and ethical practices.