How does the advisor help clients – Key Takeaways:
HARWOOD INVESTMENT STRATEGIES, L.L.C. serves as a trusted financial advisor to its clients, providing expert guidance and personalized strategies to help them achieve their financial goals.
Facts and Insights
HARWOOD INVESTMENT STRATEGIES, L.L.C. has a proven track record of success, with a focus on long-term investment strategies. Their team of experienced advisors stay up-to-date on market trends and use their expertise to guide clients towards making sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
HARWOOD INVESTMENT STRATEGIES, L.L.C. offers a wide range of financial services to fit the individual needs of their clients. These services include investment management, retirement planning, estate planning, and insurance strategies.
Client Types
HARWOOD INVESTMENT STRATEGIES, L.L.C. works with a diverse group of clients, including individuals, families, and small business owners. They also have expertise in working with high net worth individuals and managing their unique financial needs.
Fees & Compensation
HARWOOD INVESTMENT STRATEGIES, L.L.C. operates on a fee-based compensation structure, meaning that they are not reliant on commissions from sales. This ensures that their clients receive unbiased and objective advice that is in their best interest.
Background
HARWOOD INVESTMENT STRATEGIES, L.L.C. was founded in 2005 by John Harwood, a seasoned financial advisor with over 25 years of experience in the industry. He has built a team of talented and dedicated advisors who share his values of integrity, transparency, and personalized service.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. HARWOOD INVESTMENT STRATEGIES, L.L.C. prides itself on being transparent with their clients and fully disclosing any potential conflicts. They also adhere to all industry regulations and work in the best interest of their clients at all times.