How does the advisor help clients – Key Takeaways:
– HAHN & COMPANY is a financial advisory firm that specializes in providing expert advice and guidance to clients seeking to achieve their financial goals. They have a team of experienced and knowledgeable financial experts who are dedicated to helping clients make informed decisions and build a secure financial future.
– The firm offers a range of financial services, including investment management, retirement planning, estate planning, and insurance services. They work closely with each client to create custom-tailored financial plans that align with their unique needs and objectives.
– HAHN & COMPANY is committed to transparency and has a fee-only structure, which means they do not receive commissions for any financial products or services recommended to clients. This ensures that their advice is unbiased and in the best interest of their clients.
Facts and Insights
HAHN & COMPANY was founded in 1985 by John Hahn, a seasoned financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York City and has offices in various locations across the United States.
The firm currently manages over $2.5 billion in assets and has a team of 25 advisors, each with their own area of expertise. HAHN & COMPANY has a strong track record of helping clients achieve their financial goals and has received numerous accolades and recognition for their outstanding service and performance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 35 years |
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Insurance services
– Tax planning
– Education planning
Client Types
HAHN & COMPANY works with a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial needs and goals and are committed to providing personalized solutions and exceptional service to meet those needs.
Fees & Compensation
– HAHN & COMPANY has a fee-only structure, which means they do not receive any commission or compensation from financial products or services recommended to clients.
– They charge a percentage of assets under management as their fee, which is typically lower than the industry standard.
Background
The founder of HAHN & COMPANY, John Hahn, has over 30 years of experience in the financial industry. He holds a degree in economics and is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and a Certified Private Wealth Advisor (CPWA®).
The team at HAHN & COMPANY also consists of highly experienced and qualified advisors, many of whom hold advanced degrees and certifications in finance and investment management. They continuously stay updated on the latest industry trends and best practices to provide expert advice and guidance to clients.
Financial Advisor Disclosures to Know
– HAHN & COMPANY is a registered investment advisor with the Securities and Exchange Commission (SEC).
– All of their advisors are licensed and registered with the appropriate regulatory bodies.
– The firm has a clean regulatory record with no disciplinary actions, complaints, or fines.