Financial Expert – HERNDON INVESTMENT MANAGEMENT LLC
HERNDON INVESTMENT MANAGEMENT, LLC is a trusted and experienced financial advisor that has been providing top-notch financial services to clients for many years. With a team of highly qualified and knowledgeable advisors, HERNDON INVESTMENT MANAGEMENT, LLC assists individuals and businesses in managing their finances, achieving their financial goals, and making smart investment decisions.
How does the advisor help clients – Key Takeaways:
- HERNDON INVESTMENT MANAGEMENT, LLC offers personalized financial planning and investment strategies tailored to meet each client’s unique needs and goals.
- Their team of financial experts conducts thorough research and analysis to identify and implement the most suitable investment opportunities for their clients.
- From managing assets and diversifying portfolios to providing wealth management and retirement planning services, HERNDON INVESTMENT MANAGEMENT, LLC supports clients in achieving financial security.
Facts and Insights:
HERNDON INVESTMENT MANAGEMENT, LLC boasts impressive figures and achievements that validate their reputation as a top financial advisory firm. As of 2021, the firm has over $500 million in assets under management and employs a team of 10 experienced advisors. With a long-standing track record of success, HERNDON INVESTMENT MANAGEMENT, LLC has consistently delivered strong returns and helped clients achieve their financial milestones.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered:
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
- Individuals
- Families
- Small Businesses
- Corporations
- Non-Profit Organizations
Fees & Compensation:
HERNDON INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, which means their compensation is solely derived from fees paid by clients for their services. This ensures transparency and eliminates any potential conflicts of interest. The fees charged by HERNDON INVESTMENT MANAGEMENT, LLC are based on a percentage of assets under management or a fixed fee structure, depending on the type and complexity of the services provided. Clients can rest assured that the firm’s fees are always fair and competitive within the industry.
Background:
HERNDON INVESTMENT MANAGEMENT, LLC was founded by John Herndon in 2009. Mr. Herndon is a seasoned financial advisor with over 20 years of experience in the industry. After working at prestigious firms, he decided to start his own practice with the mission to provide personalized and comprehensive financial services to clients. Today, HERNDON INVESTMENT MANAGEMENT, LLC is recognized as a reputable and trusted firm in the financial services industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HERNDON INVESTMENT MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest or disciplinary actions that may affect their ability to provide objective and unbiased financial advice. Clients can access this information on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC) and publicly available.