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How does the advisor help clients – Key Takeaways:
Hanks Capital Management, LLC is a financial management firm that offers comprehensive and tailored financial services to individual and institutional clients. With over 20 years of experience in the industry, the firm has established a reputation for its expertise, reliability and personalized approach to managing clients’ assets.
The team at Hanks Capital Management, LLC strives to help clients navigate the complex world of finance and fulfill their financial goals. By providing sound advice, education, and support, the advisor helps clients make informed decisions and create strategies for long-term financial success.
Overall, the key takeaways of how Hanks Capital Management, LLC helps its clients are:
- Tailored financial services for individual and institutional clients
- 20+ years of experience in the industry
- Expertise, reliability and personalized approach
- Sound advice, education, and support
- Creation of long-term financial strategies for clients’ goals
Facts and Insights
Hanks Capital Management, LLC was founded in 1998 and is headquartered in New York City. The firm has grown significantly over the years and currently has a team of over 50 experienced financial advisors. With a client-centric approach, the firm has built a strong portfolio of clients and has managed over $2.5 billion in assets.
The team at Hanks Capital Management, LLC stays updated on the latest market trends and continuously researches new investment opportunities. This allows them to provide clients with timely and well-informed advice, keeping their financial goals and risk tolerance in mind.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | Since 1998 |
Financial Services Offered
As a comprehensive financial management firm, Hanks Capital Management, LLC offers a wide range of services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Education planning
- Insurance solutions
Client Types
Hanks Capital Management, LLC caters to a diverse range of clients, including individuals, families, high-net-worth individuals, and institutions. The firm understands that each client has unique financial goals and needs, and therefore offers customized services to meet their specific requirements.
Fees & Compensation
At Hanks Capital Management, LLC, the team believes in complete transparency and fairness. Thus, clients are informed of all fees and charges upfront before they engage the firm’s services. The fees for financial management services are typically based on a percentage of assets under management, and the exact amount may vary depending on the complexity of the client’s portfolio.
Background
The founder and CEO of Hanks Capital Management, LLC, John Hanks, has over 30 years of experience in the financial industry. He is a highly qualified financial expert and holds various certifications and licenses, including a CFA (Chartered Financial Analyst) and CFP® (Certified Financial Planner™).
The team at Hanks Capital Management, LLC is equally qualified and experienced, with each member holding relevant degrees and professional designations. The firm also ensures that all advisors adhere to strict ethical standards and regulations set by the industry.
Financial Advisor Disclosures to Know
Hanks Capital Management, LLC believes in transparent communication with clients and continuously discloses any important information that may impact their decisions. The firm also ensures compliance with all regulatory standards and provides clients with the necessary information to make informed decisions.
Some of the important disclosures to know before engaging the firm’s services include:
- Any potential conflicts of interest
- Compensation and fees
- Investment strategies and