How does the advisor help clients – Key Takeaways:
HAVERDINK FINANCIAL MANAGEMENT, LLC is committed to providing expert financial management services to its clients. With years of experience in the industry, the firm has developed a strong reputation for its personalized approach to financial planning and management.
Some key takeaways about how the advisor helps clients include:
- Creating personalized financial plans tailored to each client’s individual needs and goals
- Providing ongoing monitoring and adjustments to ensure the plan stays on track
- Offering a wide range of financial services to help clients reach their financial goals
- Serving a diverse clientele, including individuals, families, and businesses
Now, let’s take a closer look at some facts and insights about HAVERDINK FINANCIAL MANAGEMENT, LLC.
Facts and Insights
Founded in 2005, HAVERDINK FINANCIAL MANAGEMENT, LLC has been in business for over 15 years. During that time, the firm has built a strong team of financial advisors and has grown its assets under management to a substantial amount.
As of June 2020, the firm has $500 million in assets under management, with a team of 10 experienced financial advisors. This combination of experience and resources allows the firm to provide high-quality services to its clients, ensuring their financial well-being.
Assets Under Management, Number of Advisors and Time in Business:
| Date | Assets Under Management | Number of Advisors |
|---|---|---|
| June 2020 | $500 million | 10 |
Financial Services Offered
HAVERDINK FINANCIAL MANAGEMENT, LLC offers a variety of financial services to help clients achieve their financial goals. From comprehensive financial planning to investment management and retirement planning, the firm provides a one-stop-shop for all your financial needs.
Some of the services offered by the firm include:
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Education funding
- Insurance planning
- And more
Client Types
HAVERDINK FINANCIAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm is dedicated to helping clients of all backgrounds and walks of life achieve their financial goals and secure their financial future.
Fees & Compensation
HAVERDINK FINANCIAL MANAGEMENT, LLC operates on a fee-based compensation structure, meaning that the firm charges a percentage of assets under management as its fee for services. This approach aligns the interests of the advisors with those of the clients, as the more successful the client’s investments are, the more the firm earns.
Background
Founder and CEO John Haverdink has over 20 years of experience in the financial industry. He holds a bachelor’s degree in finance and an MBA, and he is a Certified Financial Planner (CFP®) professional and a Chartered Financial Analyst (CFA®) charterholder.
In addition to John Haverdink, HAVERDINK FINANCIAL MANAGEMENT, LLC has a team of dedicated financial advisors and support staff who are committed to providing top-notch services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAVERDINK FINANCIAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal issues that may impact its work with clients. The firm has a clean record with no disclosures to report.
In conclusion, HAVERDINK FINANCIAL MANAGEMENT, LLC is a reputable financial advisor with years of experience and a diverse