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How does the advisor help clients – Key Takeaways:
Hensel Capital Management is a highly experienced and knowledgeable financial advisor, dedicated to helping clients reach their financial goals and secure their financial future. With a team of expert advisors and a wide range of financial services offered, Hensel Capital Management is able to provide personalized and comprehensive financial solutions tailored to each client’s unique needs and goals.
Facts and Insights:
Hensel Capital Management is a registered investment advisor (RIA) firm based in New York City. The firm was founded in 1992 and has been in business for over 25 years, providing financial guidance and advice to clients through various market conditions. The firm currently manages over $500 million in assets and employs a team of highly qualified and experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Financial Services Offered:
Hensel Capital Management offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment Management
- Financial Planning
- Tax Planning and Preparation
- Estate Planning
- Retirement Planning
- Insurance Planning
- Educational Planning
Client Types:
Hensel Capital Management works with a diverse group of clients, including high net worth individuals, families, business owners, and corporate executives. The firm also serves as a trusted advisor to various institutions, such as non-profits, foundations, and corporations.
Fees & Compensation:
Hensel Capital Management operates on a fee-based model, meaning that their fees are based on a percentage of the assets they manage for clients. The firm believes this fee structure aligns their interests with those of their clients and avoids any potential conflicts of interest. In addition, the firm may also charge a flat fee or hourly rate for certain financial planning or consulting services.
Background:
The founder of Hensel Capital Management, John Hensel, has over 30 years of experience in the financial industry and holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team of advisors also have extensive experience and hold various industry certifications.
Financial Advisor Disclosures to Know:
Hensel Capital Management has a clean regulatory record and has not had any disciplinary actions or legal issues in its history. The firm is also committed to transparency and discloses any potential conflicts of interest to clients.