tag
How does the advisor help clients – Key Takeaways:
HEGARTY INVESTMENT LOGIC, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and risk management. The firm’s team of experienced financial experts work closely with clients to develop personalized strategies that fit their unique financial situation and goals.
Facts and Insights
HEGARTY INVESTMENT LOGIC, LLC has been in the business of helping clients manage and grow their wealth for over 20 years. The firm is committed to providing top-notch financial advice and services to its clients, and has a track record of success in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Risk Management
Client Types
HEGARTY INVESTMENT LOGIC, LLC serves a diverse range of clients including high net worth individuals, families, and small business owners. The firm’s approach is tailored to each client’s unique financial situation and goals.
Fees & Compensation
HEGARTY INVESTMENT LOGIC, LLC operates on a fee-based compensation structure, meaning that the firm’s advisors are compensated based on a percentage of the assets under management. This ensures that the firm’s advisors have an incentive to help clients grow their wealth, as their compensation is directly tied to their clients’ success.
Background
HEGARTY INVESTMENT LOGIC, LLC was founded by John Hegarty, a highly experienced and knowledgeable financial expert with over 30 years of experience in the industry. With a team of skilled advisors and a strong commitment to client success, the firm has cemented its reputation as a top financial advisor in the industry.
Financial Advisor Disclosures to Know
HEGARTY INVESTMENT LOGIC, LLC operates with full transparency and adheres to strict ethical standards. The firm has no disclosures or disciplinary actions on record, ensuring that clients can trust their advisors to act in their best interest at all times.