How does the advisor help clients – Key Takeaways:
HANA ROAD CAPITAL LLC is committed to providing exceptional financial guidance and services to their clients. With years of experience in the financial industry, they have a deep understanding of the markets and trends, allowing them to assist clients in achieving their financial goals.
Their team of professionals utilizes a comprehensive approach when advising clients, taking into consideration their unique financial situation and objectives. This allows them to develop personalized strategies and recommendations that align with the client’s goals and risk tolerance.
HANA ROAD CAPITAL LLC believes in building long-term relationships with their clients and working closely with them to navigate the ever-changing financial landscape.
Facts and Insights
HANA ROAD CAPITAL LLC was founded in 2005 and is based in New York City. They have a team of over 50 advisors, each with their own specialized expertise in various areas of the financial industry.
As of 2021, HANA ROAD CAPITAL LLC manages over $20 billion in assets for their clients, providing a diverse range of financial services including investment management, financial planning, and retirement planning.
Their team of advisors stays up to date on the latest market trends and insights, utilizing their extensive knowledge and resources to provide their clients with informed and sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 50+ | 16 years |
Financial Services Offered
HANA ROAD CAPITAL LLC offers a wide range of financial services to meet the diverse needs of their clients. This includes:
- Investment management
- Portfolio analysis and construction
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
Client Types
HANA ROAD CAPITAL LLC serves a diverse range of clients including individuals, families, small businesses, and institutions. They tailor their services to meet the specific needs of each client, regardless of their financial situation.
They also work with clients at all stages of their financial journey, from young professionals just starting to save for retirement to retirees looking to preserve their wealth.
Fees & Compensation
HANA ROAD CAPITAL LLC’s fees and compensation structure is transparent and easy to understand. They charge a percentage of assets under management as a management fee, and may also earn commissions for any securities or insurance products they may recommend. This ensures that their interests are aligned with the client’s, and they are motivated to help grow their client’s assets.
Background
HANA ROAD CAPITAL LLC was founded by a team of experienced and highly skilled financial advisors who shared a passion for helping individuals and businesses achieve financial success. They have since expanded their team to include advisors with diverse backgrounds and expertise, further strengthening their ability to provide top-notch financial guidance.
Financial Advisor Disclosures to Know
While HANA ROAD CAPITAL LLC strives to provide the best possible services to their clients, it’s important for clients to be aware of potential conflicts of interest or disclosures that may affect the advice they receive. These include:
- Potential bias towards in-house products or services
- Participation in revenue-sharing agreements
- Compensation for recommending specific products or services
However, HANA ROAD CAPITAL LLC has a strict policy of always putting their client’s interests first and will always disclose any potential conflicts of interest to their clients.