How does the advisor help clients – Key Takeaways:
Hanold Asset Management, LLC prides itself on being a trusted financial advisor for clients seeking expert guidance in managing their assets. With a team of experienced financial professionals and a comprehensive range of services, Hanold Asset Management, LLC helps clients navigate the complex world of finance and reach their financial goals.
Facts and Insights
Founded in 2005, Hanold Asset Management, LLC has grown into a well-respected financial advisor with a track record of success. Their team of advisors boasts over 100 years of combined experience in the financial industry. Hanold Asset Management, LLC has a strong focus on providing personalized and customized solutions to meet their clients’ individual needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 16 years |
Based on publicly available data as of 2021
Financial Services Offered
Hanold Asset Management, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
Hanold Asset Management, LLC caters to a diverse range of clients, including high net worth individuals, families, and institutions. They also work with clients from various industries, such as business owners, executives, and professionals.
Fees & Compensation
Hanold Asset Management, LLC is a fee-only advisor, meaning they do not earn commissions from recommending specific financial products. Instead, they are compensated through a fee structure based on a percentage of assets under management.
Background
Hanold Asset Management, LLC was founded by John Hanold, a seasoned financial professional with over 30 years of experience in the industry. Before starting his own firm, John worked for several reputable financial institutions, gaining extensive knowledge and expertise in various areas of finance. He holds several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Hanold Asset Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As such, they are bound by a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. Hanold Asset Management, LLC has a clean record with no disciplinary actions or regulatory sanctions.