How does the advisor help clients – Key Takeaways:
Hancock Wealth Advisory serves as a valuable financial expert for individuals and organizations seeking financial planning and investment management services. These services include creating personalized financial strategies, managing assets, and providing ongoing support and guidance to help clients achieve their financial goals. The firm prides itself on its client-centric approach and dedication to providing unbiased, transparent advice.
Facts and Insights
| Assets Under Management | $200 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Hancock Wealth Advisory offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- College planning
- Insurance planning
Client Types
The firm serves a diverse client base, including individuals, families, and businesses. The team at Hancock Wealth Advisory understands that each client has unique financial goals and needs, and they work closely with clients to develop customized strategies to help them achieve their objectives.
Fees & Compensation
Hancock Wealth Advisory operates on a fee-only basis, which means they charge clients a percentage of the assets under management as their compensation. This fee structure helps to align the firm’s interests with that of their clients, as their success is directly tied to the performance of their clients’ investments. The firm takes pride in its transparent and fair fee structure, ensuring that clients fully understand the fees they are paying for the services provided.
Background
Hancock Wealth Advisory was founded in 2005 by John Hancock, a seasoned financial advisor with over 25 years of experience in the industry. The firm has since grown to a team of 10 experienced and knowledgeable advisors who are committed to providing exceptional financial guidance to their clients. Hancock Wealth Advisory is independently owned and operated, giving them the freedom to act in the best interest of their clients without any conflicts of interest.
Financial Advisor Disclosures to Know
As a financial advisor, Hancock Wealth Advisory adheres to the highest ethical standards and always acts in the best interest of their clients. The firm has a clean record with no disciplinary actions or sanctions from regulatory bodies. They believe in transparency and ensure that all potential conflicts of interest are disclosed to clients upfront.