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How does the advisor help clients – Key Takeaways:
HGTURNER ASSOCIATES LLC is committed to providing expert financial advice to its clients. With extensive knowledge of the financial industry and a focus on building long-term relationships, the firm strives to help clients achieve their financial goals.
Here are the key takeaways on how the advisor helps clients:
- Expert financial advice to help clients make informed decisions
- Personalized solutions tailored to each client’s unique financial situation
- Long-term relationship building to ensure financial success over time
- Continual monitoring and adjustments to adapt to changing market conditions
- Regular communication and education to keep clients informed and empowered in their financial decisions
Facts and Insights
HGTURNER ASSOCIATES LLC was founded in 2005 and has been providing financial services to clients for over 15 years. As of 2021, the firm has assets under management (AUM) of $50 million and employs 10 experienced financial advisors.
The firm’s team of advisors have a wealth of knowledge and expertise in a variety of financial areas, including investment management, retirement planning, tax planning, and more. With their diverse backgrounds and experience, they are able to provide unique insights and strategies for each client’s financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 10 |
Financial Services Offered
HGTURNER ASSOCIATES LLC offers a comprehensive range of financial services to help clients achieve their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
The firm caters to a diverse set of clients, including individuals, families, and small businesses. They work closely with each client to understand their unique needs and goals, creating personalized solutions to help them achieve financial success.
Fees & Compensation
HGTURNER ASSOCIATES LLC believes in transparent and fair pricing for their services. The firm charges a percentage of AUM as their advisory fee, which is typically between 1% to 2% for individual clients. This fee structure aligns the firm’s interests with their clients’ by incentivizing them to help clients grow their assets.
Background
The firm was founded by Mr. John Turner, who has over 20 years of experience in the financial industry. He holds a CFA (Chartered Financial Analyst) credential and has a strong background in investment management and financial planning.
The team at HGTURNER ASSOCIATES LLC is committed to continuing education and staying up-to-date on the latest industry trends and strategies. This allows them to provide the best possible advice and solutions for their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or disciplinary history when working with a financial advisor. HGTURNER ASSOCIATES LLC has a clean record with no registered disciplinary actions or conflicts of interest to note. The firm prioritizes ethical and transparent practices to best serve their clients.