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How does the advisor help clients – Key Takeaways:
Haney Capital Management provides personalized financial management services to help clients achieve their financial goals. The firm aims to build strong relationships with clients by understanding their unique needs, risk tolerance, and long-term objectives. By leveraging their expertise and experience, Haney Capital Management helps clients make informed financial decisions to secure their financial future.
Facts and Insights
Haney Capital Management has been in business since 2005 and is headquartered in New York City. The firm has 25 advisors, managing over $2 billion in assets for their clients. They offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | Since 2005 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
Haney Capital Management serves a wide range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the specific needs of each client, regardless of their financial situation.
Fees & Compensation
Haney Capital Management charges a percentage of assets under management as their fee, which is determined based on the size and complexity of the client’s portfolio. They may also charge additional fees for specific services, such as financial planning. The firm’s compensation is fully disclosed to clients, offering transparency in their services.
Background
The founder and CEO of Haney Capital Management is John Haney, who has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and a chartered financial analyst (CFA), demonstrating his expertise and commitment to serving his clients.
Financial Advisor Disclosures to Know
Haney Capital Management has a clean disclosure record, with no regulatory actions or disciplinary events to report. This means that the firm has maintained a high level of integrity and ethical standards in their business practices, providing clients with peace of mind.
Haney Capital Management prides itself on providing clients with expert financial guidance and personalized services. With their experienced team of advisors and comprehensive financial services, they help clients make wise financial decisions and secure their financial future.