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How does the advisor help clients – Key Takeaways:
Hancock Capital Management, Inc. is a premier financial management firm that specializes in offering personalized investment solutions to individuals and businesses. With a team of experienced and knowledgeable advisors, they are able to provide clients with expert financial advice and customized portfolio management services.
Facts and Insights
Founded in 2003, Hancock Capital Management, Inc. has been in the financial services industry for over 17 years. They are registered with the Securities and Exchange Commission (SEC) and operate as a registered investment advisor (RIA). As of 2019, Hancock Capital Management, Inc. has over $500 million in assets under management and a team of 10 expert advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2003 | 10 | $500+ |
Financial Services Offered
Hancock Capital Management, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of these services include portfolio management, retirement planning, tax planning and preparation, and estate planning. They also specialize in socially responsible investing, providing clients with an opportunity to invest in a way that aligns with their values.
Client Types
Hancock Capital Management, Inc. caters to a diverse range of clients, including high-net-worth individuals, families, and small to medium-sized businesses. Their personalized investment approach allows them to tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
Hancock Capital Management, Inc. charges a fee based on assets under management, ranging from 0.5-1% of the total assets. This fee structure is in line with industry standards and is detailed in the firm’s Form ADV, which is available to all clients.
Background
The team at Hancock Capital Management, Inc. is comprised of highly qualified professionals, including Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs). Their experience and expertise in the financial services industry allows them to provide clients with sound financial advice and reliable investment management strategies.
Financial Advisor Disclosures to Know
Hancock Capital Management, Inc. prioritizes transparency and maintains a clean regulatory record. They have no disclosures on their record, meaning that there have been no regulatory actions or complaints against the firm or its advisors.