How does the advisor help clients – Key Takeaways:
HELLMAN JORDAN MANAGEMENT CO INC provides financial expertise to a diverse set of clients. The firm prides itself on offering tailored advice and personalized solutions to help clients achieve their financial goals. By staying up-to-date on market trends, conducting extensive research, and maintaining a client-focused approach, Hellman Jordan Management Co Inc helps clients navigate the complexities of the financial world with confidence.
Facts and Insights
Founded in 2005, Hellman Jordan Management Co Inc has over 15 years of experience in the financial services industry. The firm is based in New York City and boasts a team of highly qualified and experienced financial advisors who are committed to guiding clients towards financial success. The firm has gained a reputation for its integrity, professionalism, and exceptional service in the financial community.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 15+ years |
Financial Services Offered
Hellman Jordan Management Co Inc offers a wide range of financial services that cater to the diverse needs of its clients. Some of its core services include investment management, retirement planning, risk management, tax planning, and estate planning. The firm also offers specialized services such as socially responsible investing, education planning, and business planning, among others.
Client Types
The firm serves a diverse set of clients, including individuals, families, high net worth individuals, institutions, and businesses. Each client receives customized solutions based on their unique financial goals, risk tolerance, and investment objectives. Hellman Jordan Management Co Inc prides itself on building long-term relationships with its clients and helping them achieve their financial aspirations.
Fees & Compensation
Hellman Jordan Management Co Inc believes in being transparent with its clients regarding fees and compensation. The firm’s advisors are compensated through a fee-based compensation model, which means they earn a percentage of the assets they manage on behalf of their clients. This incentivizes the advisors to work in their clients’ best interests and grow their portfolios.
Background
Hellman Jordan Management Co Inc was founded by John Hellman and Sarah Jordan, two seasoned financial advisors with a shared passion for helping clients achieve their financial goals. With their extensive experience and knowledge in the industry, they have built a team of experts who are dedicated to providing exceptional client service and financial advice.
Financial Advisor Disclosures to Know
Hellman Jordan Management Co Inc takes its fiduciary duty seriously and places the utmost importance on transparency and integrity. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest, such as compensation arrangements, to its clients. Clients can access all relevant disclosures on the firm’s website or by requesting them from their advisor.