HAWKEN WEALTH MANAGEMENT – Your Trusted Financial Experts
HAWKEN WEALTH MANAGEMENT is a leading financial advisory firm that provides expert guidance and personalized solutions for individuals and institutions. Founded in 2001, the firm has been dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
1. Personalized Financial Planning
The team at HAWKEN WEALTH MANAGEMENT understands that each client has unique financial needs and goals. Therefore, they offer personalized financial planning services to help clients create a tailored plan that aligns with their current and future objectives.
2. Investment Management
The advisors at HAWKEN WEALTH MANAGEMENT have extensive knowledge and experience in managing investments. They work closely with clients to develop an investment strategy that is in line with their risk tolerance and long-term objectives.
3. Retirement Planning
Planning for retirement can be overwhelming and confusing. The advisors at HAWKEN WEALTH MANAGEMENT provide comprehensive retirement planning services to help clients secure a comfortable and worry-free retirement.
Facts and Insights
Here are some key insights into HAWKEN WEALTH MANAGEMENT:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 12 |
| 2002 | $800 million | 17 |
| 2003 | $1 billion | 22 |
| 2004 | $1.3 billion | 28 |
Financial Services Offered
At HAWKEN WEALTH MANAGEMENT, clients have access to a wide range of financial services, including:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
HAWKEN WEALTH MANAGEMENT caters to a diverse clientele, including:
- Individuals and Families
- High Net Worth Individuals
- Business Owners
- Retirees
- Institutions and Endowments
Fees & Compensation
HAWKEN WEALTH MANAGEMENT believes in transparency and makes sure that clients understand their fee structure and compensation. The firm charges a percentage of AUM (Assets Under Management) as their fee, typically ranging from 0.5% to 2%.
Background
HAWKEN WEALTH MANAGEMENT was founded by John Hawken, a seasoned financial advisor with over 25 years of experience in the industry. John, along with his team of highly qualified advisors, has helped countless clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a reputable and responsible financial advisory firm, HAWKEN WEALTH MANAGEMENT works with complete transparency and ensures clients are aware of any financial advisor disclosures, if any. The firm is committed to maintaining the highest ethical standards and providing reliable and trustworthy financial guidance to clients.