How does the advisor help clients – Key Takeaways:
Herrick Portfolio Management Co. provides comprehensive financial advice and services to clients.
This includes expert asset management, personalized investment strategies, and tailored financial planning to help clients achieve their financial goals.
Facts and Insights
Herrick Portfolio Management Co. is a leading financial advisory firm that has been serving clients for over 20 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Herrick Portfolio Management Co. has a strong track record of helping clients grow and protect their wealth.
Financial Services Offered
Herrick Portfolio Management Co. offers a range of financial services, including:
- Asset Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Strategies
Their team of experienced advisors work closely with clients to develop personalized strategies that align with their unique financial goals and risk tolerance.
Client Types
Herrick Portfolio Management Co. serves a diverse range of clients, including:
- Individual Investors
- High Net Worth Individuals
- Families
- Small Business Owners
- Corporate Executives
- Non-Profits
They understand that each client has different needs and goals, and they strive to provide tailored solutions to meet their individual financial needs.
Fees & Compensation
Herrick Portfolio Management Co. charges a fee based on a percentage of assets under management. This fee is fully transparent and is discussed with clients before any services are provided.
Their team of advisors is committed to acting in their clients’ best interests and does not receive any commissions or incentives for recommending specific investment products.
Background
Herrick Portfolio Management Co. was founded by John Herrick, a highly experienced financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and is dedicated to helping clients achieve financial success through personalized advice and strategic planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Herrick Portfolio Management Co. is required to disclose any potential conflicts of interest or disciplinary actions taken against any of their advisors. They take compliance and transparency seriously and are committed to providing clients with the utmost integrity and ethical standards.