heximer investment = *
How does the advisor help clients – Key Takeaways:
HEXIMER INVESTMENT MANAGEMENT INC. provides expert financial guidance and management to clients through their team of experienced advisors. They offer a wide range of financial services and cater to various client types, ensuring personalized and comprehensive solutions for each individual’s needs.
Facts and Insights
- Founded in 2002, HEXIMER INVESTMENT MANAGEMENT INC. has over 19 years of experience in the financial industry.
- The firm currently has over $500 million in assets under management, making them well-equipped to handle various portfolio sizes.
- With a team of 10 advisors, HEXIMER INVESTMENT MANAGEMENT INC. offers a high advisor-to-client ratio, allowing for more personalized attention and support.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $500 million | 10 |
Financial Services Offered
The advisors at HEXIMER INVESTMENT MANAGEMENT INC. are equipped to provide expert guidance in the following financial services:
- Wealth management and asset allocation
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Investment management and analysis
- Insurance analysis and policy review
- Financial goal setting and monitoring
Client Types
HEXIMER INVESTMENT MANAGEMENT INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
- Trusts and estates
Fees & Compensation
HEXIMER INVESTMENT MANAGEMENT INC. works on a fee-based structure, with fees ranging from 0.75% to 1.5% based on the size and complexity of the client’s portfolio. The firm believes in complete transparency and does not receive any commission or third-party compensation for their services. This eliminates any conflict of interest and ensures that the advisors are solely focused on the best interests of their clients.
Background
HEXIMER INVESTMENT MANAGEMENT INC. was founded in 2002 by John Heximer, a seasoned financial expert with over 25 years of experience in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This registration requires the firm to adhere to strict fiduciary standards, meaning they are legally obligated to act in the best interests of their clients at all times.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand any potential conflicts of interest or disclosures. The following are the disclosures for HEXIMER INVESTMENT MANAGEMENT INC.:
- No recent legal or disciplinary events involving the firm or its advisors
- No recent bankruptcy filings
- No history of client disputes or arbitration
- No outside business activities or affiliations that may pose a conflict of interest