HERR CAPITAL MANAGEMENT LLC: Your Financial Partner
HERR CAPITAL MANAGEMENT LLC is a leading financial management company that offers personalized and strategic financial planning and investment services to clients. With a team of experienced and knowledgeable advisors, HERR CAPITAL MANAGEMENT LLC has established itself as a trusted partner for individuals and businesses seeking to achieve financial success.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment strategies.
- Utilizes a team-based approach to provide comprehensive and well-rounded advice.
- Strives to build long-term relationships with clients and understand their unique financial goals.
- Offers a wide range of financial services to cater to the diverse needs of clients.
Facts and Insights
HERR CAPITAL MANAGEMENT LLC is committed to providing transparent and reliable financial advice to its clients. Here are some key highlights:
- Over $1 billion in assets under management.
- A team of more than 20 advisors with an average of 15 years of experience in the financial industry.
- Established in 2005, HERR CAPITAL MANAGEMENT LLC has over 15 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 15 years |
Financial Services Offered
HERR CAPITAL MANAGEMENT LLC offers a wide range of financial services to help clients achieve their unique financial goals. These include:
- Investment management
- Wealth planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
HERR CAPITAL MANAGEMENT LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small and medium-sized businesses
Fees & Compensation
HERR CAPITAL MANAGEMENT LLC follows a transparent fee structure and works on a fee-only basis. This means that the company’s compensation is solely derived from fees paid by clients and there is no conflict of interest with commission-based products. The fees charged may vary based on the services provided and are fully disclosed to clients before any work is done.
Background
HERR CAPITAL MANAGEMENT LLC was founded by John Herr in 2005 with a vision to provide personalized and comprehensive financial services to clients. The company has grown exponentially over the years, while maintaining its commitment to delivering top-quality financial advice and building long-lasting relationships with clients.
Financial Advisor Disclosures to Know
HERR CAPITAL MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The company operates as a fiduciary, which means that it is legally obligated to act in the best interests of its clients. Additionally, all advisors at HERR CAPITAL MANAGEMENT LLC hold relevant licenses and certifications required to provide financial advice.