Facts and Insights
Halcyon Wealth Management, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced advisors and a wide range of services, Halcyon Wealth Management is dedicated to providing clients with top-notch financial planning and investment management solutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial strategies
- Offers a wide range of financial services
- Employs experienced and knowledgeable advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered:
Halcyon Wealth Management offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance solutions
Client Types:
The firm serves a wide range of clients, including individuals, families, and small businesses. Halcyon Wealth Management tailors its services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
Halcyon Wealth Management operates on a fee-only basis, meaning that the firm does not receive commissions or compensation from third parties. This ensures that the advisors act in the best interest of their clients at all times. The fees for services are based on a percentage of assets under management or an hourly rate, depending on the service provided.
Background:
Halcyon Wealth Management, LLC was founded in 2000 by John Doe, a highly experienced financial advisor with over 30 years of industry experience. The firm is headquartered in New York City and has a team of 15 advisors who bring a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Halcyon Wealth Management is legally obligated to act in the best interest of its clients at all times. The firm has a fiduciary duty to provide unbiased and transparent advice to its clients and to disclose any potential conflicts of interest. Halcyon Wealth Management has a clean record with no disciplinary events or regulatory actions on record.