How does the advisor help clients – Key Takeaways:
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. offers a range of financial advisory services to help clients reach their financial goals and secure their financial future. As a trusted financial expert, the company has a wealth of experience and expertise to guide clients through the often complex world of finance.
Facts and Insights
Founded in 1929, HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. has been providing financial advisory services for over 90 years. With a team of experienced and knowledgeable advisors, the company has built a reputation for excellence and is committed to helping clients achieve financial success.
The company has a strong focus on long-term planning and believes in building lasting relationships with clients. This allows the company to gain a thorough understanding of each client’s unique financial goals and develop customized strategies to help them achieve those goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 30+ | Over 90 years |
Financial Services Offered
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. offers a wide range of financial services to address all aspects of a client’s financial life. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
The company’s team of advisors takes a comprehensive approach, considering all aspects of a client’s financial situation in order to create a personalized and well-rounded financial plan. This includes taking into account factors such as risk tolerance, financial goals, and time horizon.
Client Types
The company serves a diverse range of clients, including individuals, families, and businesses. Its client base includes high-net-worth individuals, corporate executives, retirees, and small business owners.
The company’s services are suitable for clients at all stages of life and various income levels. HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. takes pride in providing personalized financial advice tailored to each client’s unique needs and goals.
Fees & Compensation
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. operates on a fee-only basis, meaning the company does not receive commissions or compensation for recommending specific products or services. This ensures that the company’s advice is always in the best interest of the client.
The company’s fees are based on a percentage of assets under management, with rates varying depending on the size of the portfolio and complexity of the client’s financial situation. This fee structure aligns the company’s interests with those of its clients, as the company only benefits when the client’s assets grow.
Background
The company’s founders, George A. Hammond and Henry A. Kennedy, believed in a client-centric approach and built a business model that continues to prioritize client needs above all else. Today, HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. maintains the same values and commitment to providing clients with the highest quality financial advice and services.
The company has a team of highly qualified advisors with expertise in various areas of finance, ensuring clients have access to a wide range of knowledge and experience. The company also invests in ongoing education and training for its advisors to keep them up-to-date on the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). This means the company must comply with strict regulations and adhere to a fiduciary standard, always acting in the best interest of its clients.
The company also has a disclosure document called Form ADV, which is available to clients upon request. This document provides important information about the company, its fees, services, and potential conflicts of interest. It is important for clients to carefully review this document and understand the company’s policies and procedures before engaging in a working relationship.
In conclusion, HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. is a leading financial advisor with a long history