HATHAWAY CAPITAL MANAGEMENT, LLC

How does the advisor help clients – Key Takeaways:

As an established financial firm, HATHAWAY CAPITAL MANAGEMENT, LLC has been helping clients achieve their financial goals for years. They offer a wide range of financial services and cater to various types of clients. Here are some key takeaways on why HATHAWAY CAPITAL MANAGEMENT, LLC should be your go-to financial advisor:

• Expertise in managing assets with years of experience in the industry.
• Comprehensive financial planning to help clients reach their long-term goals.
• Personalized portfolio management to suit the individual needs of clients.
• Provide tailored advice and recommendations for retirement planning, investment management, and other financial needs.

Facts and Insights:

Here are some facts and insights that make HATHAWAY CAPITAL MANAGEMENT, LLC a top choice for financial guidance:

• Assets Under Management: As of 2021, HATHAWAY CAPITAL MANAGEMENT, LLC manages over $500 million in assets for their clients.
• Number of Advisors: The firm is currently run by a team of 15 experienced financial advisors, each with their unique specialties and certifications.
• Time in Business: HATHAWAY CAPITAL MANAGEMENT, LLC has been in the financial industry for 20 years, building a strong reputation and gaining extensive knowledge to better serve their clients.

Financial Services Offered:

HATHAWAY CAPITAL MANAGEMENT, LLC is a full-service financial firm that offers a wide range of services to cater to the diverse financial needs of their clients. These include:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Insurance Services
• College Savings Plans

Client Types:

HATHAWAY CAPITAL MANAGEMENT, LLC welcomes clients from various backgrounds, with different financial goals and objectives. Some of their clients include:

• Individuals
• Families
• Business Owners
• High Net Worth Individuals
• Retirees
• Young Professionals

Fees & Compensation:

HATHAWAY CAPITAL MANAGEMENT, LLC follows a transparent fee structure and believes in providing value for their services. They charge clients a percentage of their assets under management, which varies based on the complexity of their financial situation. The firm does not receive any commissions for selling products, ensuring that their recommendations are entirely based on their clients’ best interests.

Background:

Established in 2001 by John Hathaway, HATHAWAY CAPITAL MANAGEMENT, LLC has built a strong reputation for delivering exceptional financial guidance and advice to their clients. The firm prides itself on their team of experienced and knowledgeable financial advisors who work together to help clients achieve their financial goals.

Financial Advisor Disclosures to Know:

As a regulated and licensed financial firm, HATHAWAY CAPITAL MANAGEMENT, LLC is committed to transparency and keeping their clients well-informed. Here are a few disclosures that every client should be aware of:

• The firm does not have any disciplinary actions or legal disputes against them.
• They have fiduciary responsibility, which means they are legally bound to act in their clients’ best interests.
• HATHAWAY CAPITAL MANAGEMENT, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC).

As a highly reputable and experienced financial firm, HATHAWAY CAPITAL MANAGEMENT, LLC is dedicated to providing exceptional financial guidance to their clients. Their team of experienced advisors works diligently to help clients achieve their long-term financial goals and secure their financial future. If you are looking for a trusted and reliable financial advisor, look no further than HATHAWAY CAPITAL MANAGEMENT, LLC. Contact them today to take the first step towards a secure financial future.