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How does the advisor help clients – Key Takeaways:
HCP Wealth Planning, LLC is a financial expert firm with a strong commitment to helping clients achieve their financial goals. Through personalized financial planning and tailored investment strategies, the firm aims to provide their clients with the necessary tools and expertise to build and preserve wealth for the long term.
The following are key takeaways on how HCP Wealth Planning, LLC helps clients:
- Provides personalized financial planning and investment services
- Tailors strategies to meet individual client needs and goals
- Offers expertise in wealth management and preservation
- Utilizes cutting-edge technology to provide clients with up-to-date financial information and insights
- Places a strong emphasis on long-term client relationships and transparency
Facts and Insights
HCP Wealth Planning, LLC was founded in 2005 and is based in New York City. As of 2020, the firm manages approximately $1.5 billion in assets and has a team of 8 advisors dedicated to serving their clients. The firm primarily serves high net worth individuals and families, as well as institutional clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 8 | 15 years |
Financial Services Offered
Wealth management is the core offering of HCP Wealth Planning, LLC. The firm provides personalized financial planning and investment management services to help clients achieve their long-term financial goals. This includes comprehensive financial planning, retirement planning, tax planning, and estate planning.
Client Types
HCP Wealth Planning, LLC primarily serves high net worth individuals and families, as well as institutional clients such as endowments, foundations, and pension plans. The firm also works with select entrepreneurs, executives, and young professionals seeking to build and preserve wealth for the future.
Fees and Compensation
HCP Wealth Planning, LLC is a fee-based firm, meaning they charge a fee for their services rather than receiving commissions from the sale of products. The firm’s fees are based on a percentage of assets under management and are negotiated with each client. This fee structure promotes alignment with clients’ best interests and ensures transparency in compensation.
Background
HCP Wealth Planning, LLC was founded by a team of experienced financial advisors who share a passion for helping individuals and families achieve their financial goals. The firm’s advisors have an average of 20 years of experience in the financial services industry and hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), HCP Wealth Planning, LLC is legally required to disclose any potential conflicts of interest that may arise in the course of their business. Clients can rest assured that the firm adheres to these disclosure regulations and maintains a strict code of ethics to prioritize their clients’ best interests.