How does the advisor help clients – Key Takeaways:
Facts and Insights
Founded over 15 years ago, HAVILAND & SAMS, LLC provides clients with expert financial advice and services. They pride themselves on their extensive knowledge in the field and their commitment to their clients’ financial well-being. Through personalized and tailored solutions, they help clients reach their financial goals and create a secure future.
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
HAVILAND & SAMS, LLC offers a comprehensive range of financial services to meet the needs of their clients. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance solutions. Their team of experienced advisors work closely with each client to develop a personalized plan that aligns with their unique financial goals and objectives.
Client Types
HAVALAND & SAMS, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. They also work with corporate clients and institutions, providing investment management and retirement plan services. Additionally, they assist young professionals and individuals who are just beginning to build their wealth.
Fees & Compensation
HAVALAND & SAMS, LLC is committed to transparency when it comes to their fees and compensation. They work on a fee-based structure, meaning their fees are based on the assets under management. This fee structure ensures that their interests are always aligned with their clients. They do not earn any commissions or incentives based on specific investment products, allowing them to provide unbiased and objective advice.
Background
The team at HAVILAND & SAMS, LLC has a strong background and extensive experience in the financial industry. With a combination of expertise in financial planning, portfolio management, and market analysis, they are well-equipped to handle any financial situation. They continue to stay updated on industry trends and changes, ensuring that their clients receive the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAVILAND & SAMS, LLC is required to disclose any potential conflicts of interest and any past disciplinary actions to their clients. They have a fiduciary duty to act in their clients’ best interests at all times. Clients can trust that they will always receive honest and ethical advice from the team at HAVILAND & SAMS, LLC.