How does the advisor help clients – Key Takeaways:
HEXAGON CAPITAL PARTNERS, LLC is a leading financial services firm that provides expert guidance to clients in achieving their financial goals. Combining a vast knowledge of the financial market with personalized strategies, this firm serves as a financial partner to its clients, helping them navigate through the complexities of their finances.
Facts and Insights
HEXAGON CAPITAL PARTNERS, LLC takes pride in their extensive experience and expertise in the financial industry. With a track record of delivering exceptional results, this firm has successfully helped clients build and protect their wealth through various market conditions.
The table below showcases some key figures and statistics of HEXAGON CAPITAL PARTNERS, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
HEXAGON CAPITAL PARTNERS, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, risk management, tax planning, and more. They work closely with clients to create customized financial plans that align with their long-term financial goals.
Client Types
HEXAGON CAPITAL PARTNERS, LLC caters to a diverse group of clients, including individuals, families, small business owners, and corporations. Their team of advisors has the expertise to guide clients from all walks of life and help them achieve their unique financial goals.
Fees & Compensation
HEXAGON CAPITAL PARTNERS, LLC operates on a fee-based compensation structure, meaning their advisors are primarily compensated through fees paid by clients for their services. This puts their clients’ interests first, as the advisors’ compensation is not dependent on any financial products or transactions.
Background
HEXAGON CAPITAL PARTNERS, LLC was founded in 2010 by a team of seasoned financial experts who shared a common vision of delivering top-notch financial services to clients. Since then, they have built a strong reputation in the industry, earning the trust and loyalty of their clients.
Financial Advisor Disclosures to Know
HEXAGON CAPITAL PARTNERS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As per the regulations, they have disclosed all necessary information about their firm, such as their fee schedule, investment strategies, disciplinary history, and more, on their Form ADV, which is available on the SEC’s website. This ensures transparency and helps clients make informed decisions.