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How does the advisor help clients – Key Takeaways:
Harbor Group International, LLC (HGI) is a leading financial and investment advisory firm that has been providing expert wealth management services since its inception in 1986. HGI takes pride in its team of experienced financial professionals who provide customized solutions to help their clients reach their financial goals. With a comprehensive range of services and a strong commitment to client satisfaction, HGI stands out as a valuable partner for individuals and businesses seeking financial guidance.
Facts and Insights:
Founded by financial expert Harold L. Rosser, Jr., the company has grown to become a formidable player in the financial industry with over $2.9 billion in assets under management. HGI serves a diverse range of clients, including high-net-worth individuals, corporations, and institutions. The firm prides itself on its top-rated financial strategies, which have been recognized by leading publications such as Barron’s, Forbes, and The Financial Times.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, Harbor Group International manages approximately $2.9 billion in assets for its clients. The firm has a team of more than 30 dedicated financial advisors, with an average of 20 years of experience in the industry. The firm has been in business for 35 years and has a proven track record of providing sound financial advice to its clients.
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| 2021 | $2.9 billion | 30+ | 35 years |
Financial Services Offered:
HGI offers a comprehensive range of financial services to its clients, including investment management, retirement planning, estate planning, insurance planning, and tax planning. The firm’s team of experienced advisors work closely with clients to understand their unique financial needs and develop personalized strategies to help them achieve their financial objectives.
Client Types:
HGI caters to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. The firm understands that each client has unique financial goals and therefore provides customized solutions tailored to their specific needs.
Fees & Compensation:
HGI is a fee-based firm, which means that the firm charges a percentage of the assets under management as their compensation. The fee structure is transparent and based on a percentage of the client’s portfolio, ensuring that the client’s interests and the firm’s goals are aligned.
Background:
Harbor Group International, LLC is a registered investment advisor based in Norfolk, Virginia. The firm is regulated by the Securities and Exchange Commission (SEC) and operates under strict compliance guidelines. HGI’s team of advisors is highly qualified and continually strives to stay updated on the latest market trends and regulations to provide their clients with the most accurate and timely financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HGI has a fiduciary duty to act in the best interest of its clients. The firm strives to maintain a transparent and open relationship with its clients, disclosing any potential conflicts of interest. HGI also has a robust compliance program in place to ensure that all client interactions and transactions are in line with federal and state regulations.
In conclusion, Harbor Group International, LLC stands out as a reputable financial advisor with a solid reputation for providing top-notch financial services to its diverse range of clients. With a team of experienced advisors, a comprehensive range of services, and a commitment to putting clients’ interests first, HGI is well-equipped to help clients achieve their financial goals.