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How does the advisor help clients – Key Takeaways:
HARSON CAPITAL, LLC is a leading financial services firm that provides expert guidance and support to individuals and businesses. Their team of financial experts, with years of experience in the industry, helps clients to achieve their financial goals by providing personalized and comprehensive financial planning and investment management services.
Some key takeaways of how the advisor helps clients are:
- Expert guidance from experienced financial professionals
- Personalized financial planning tailored to each client’s unique goals and needs
- Comprehensive investment management services to grow and protect wealth
- Continued support and guidance throughout the client’s financial journey
Facts and Insights
HARSON CAPITAL, LLC is a well-established financial services firm that has been in business for over 20 years. With a team of highly experienced financial advisors and a strong track record of success, they offer valuable insights and expertise to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business | |
|---|---|---|---|
| Total | $500 million | 10 | Over 20 years |
Financial Services Offered
HARSON CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Comprehensive wealth management
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance analysis and planning
- Education planning
Client Types
HARSON CAPITAL, LLC caters to a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Corporate executives
Fees & Compensation
HARSON CAPITAL, LLC operates on a fee-only basis, which means they do not receive any commissions or compensation from third parties. Clients pay a fee based on the assets under management, ensuring that the firm’s interests are aligned with the client’s financial success.
Background
HARSON CAPITAL, LLC was founded in 1999 by John Harson, a financial expert with over 25 years of experience in the industry. The firm has since grown into a well-respected and trusted financial services firm, known for their personalized approach and expert guidance.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures regarding the advisor’s history. Some important disclosures to know about HARSON CAPITAL, LLC are:
- No criminal or civil actions have been brought against the firm or its advisors
- The firm or its advisors have not been subject to any regulatory actions or sanctions in the past 10 years
- No client has filed a complaint or arbitration proceeding against the firm or its advisors in the past 10 years