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How does the advisor help clients – Key Takeaways:
Hickory Asset Management, Inc. is a trusted financial expert that has been providing valuable services to clients for several years. With a team of experienced advisors, the company helps clients achieve their financial goals and manage their assets effectively. Here are some key takeaways on how the advisor helps clients:
- Expertise: The advisors at Hickory Asset Management, Inc. have a wealth of knowledge and experience in various financial matters. They stay updated on the latest market trends, regulations, and investment strategies to provide expert advice to their clients.
- Customized Solutions: The company understands that every client has unique financial needs and goals. Therefore, their team works closely with each client to develop a customized financial plan that aligns with their specific goals.
- Proactive Approach: The advisors at Hickory Asset Management, Inc. take a proactive approach to managing clients’ assets. They regularly monitor and adjust the investment portfolio to ensure that it remains aligned with the client’s goals and risk tolerance.
- Long-term Relationship: Hickory Asset Management, Inc. believes in building long-term relationships with their clients. Their team maintains regular communication with clients and provides ongoing support to help them navigate through any financial challenges.
Facts and Insights
Here is some important information about Hickory Asset Management, Inc.:
- Founded: 2005
- Assets Under Management (AUM): $500 million (as of December 2020)
- Number of Advisors: 10
- Time in Business: 16 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2018 | $400 million | 8 |
| 2019 | $450 million | 10 |
| 2020 | $500 million | 10 |
Financial Services Offered
Hickory Asset Management, Inc. offers a wide range of financial services to individuals, families, and businesses. Some of their top services include:
- Investment Management
- Wealth Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
Hickory Asset Management, Inc. caters to a diverse range of clients, including:
- High-net-worth individuals and families
- Small business owners
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
Hickory Asset Management, Inc. charges a fee for their services based on a percentage of assets under management. The specific fee structure may vary depending on the complexity of the client’s financial situation and the services required. The company is transparent about their fees and provides a detailed breakdown of all charges to their clients.
Background
Hickory Asset Management, Inc. was founded in 2005 and has been dedicated to providing tailored financial services to clients ever since. The company is based in a small town in the Midwest but serves clients from all over the United States. Their team of advisors has decades of collective experience in the financial industry and is committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hickory Asset Management, Inc. is required by law to disclose any potential conflicts of interest and any disciplinary events from the past 10 years. However, the company has a clean record with no reported disciplinary events. For a complete disclosure