How does the advisor help clients – Key Takeaways:
Hannegan Wealth Management, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through comprehensive wealth management services. With over 20 years of experience in the financial industry, the firm offers expert guidance and tailored solutions to meet the unique needs of each client.
The team at Hannegan Wealth Management, LLC prides itself on providing personalized service to each client, staying up-to-date on the latest industry trends and utilizing technology to create efficient and effective financial strategies.
Facts and Insights
As a highly experienced and reputable financial advisory firm, Hannegan Wealth Management, LLC has a wealth of knowledge and insights to offer its clients. Here are some key takeaways:
- Over 20 years of experience in the financial industry
- Specializes in comprehensive wealth management services
- Utilizes technology to create efficient and effective financial strategies
- Provides personalized service to each client
- Stays up-to-date on the latest industry trends
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20+ years |
Financial Services Offered
Hannegan Wealth Management, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Comprehensive wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
Client Types
Hannegan Wealth Management, LLC works with a diverse client base, including individuals, families, and small business owners. The firm is dedicated to understanding the unique needs and goals of each client and providing personalized solutions to help them achieve their financial objectives.
Fees & Compensation
The fees and compensation structure of Hannegan Wealth Management, LLC is transparent and aligned with the best interests of their clients. The firm charges a percentage of assets under management (AUM) as their fee, which varies depending on the amount of assets and complexity of the client’s financial situation. The firm does not receive any commissions or third-party payments, ensuring that their recommendations are free from bias.
Background
Hannegan Wealth Management, LLC was founded in 1998 by John Hannegan, a seasoned financial advisor with years of experience in the industry. The firm has since grown to include a team of expert advisors who are passionate about helping clients achieve their financial goals. The firm is based in New York City and serves clients nationally.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hannegan Wealth Management, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. In addition, the firm has no disclosures or disciplinary history, demonstrating their commitment to ethical and transparent business practices.