How does the advisor help clients – Key Takeaways:
HICKORY CRE CAPITAL LLC acts as a financial expert for clients seeking assistance with capital management. With a team of experienced advisors, they offer a range of financial services to help clients achieve their financial goals. Their approach follows a client-centric model, putting the client’s needs and financial objectives at the forefront. Through their expertise and dedication, they aim to help clients make informed decisions about their finances and investments.
Facts and Insights
Here are some key facts and insights about HICKORY CRE CAPITAL LLC:
| Assets Under Management | $100 million (as of 2021) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
HICKORY CRE CAPITAL LLC specializes in providing financial services for clients, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Insurance Planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, business owners, and institutions. They understand that each client has different needs, goals, and risk tolerance, and tailor their approach accordingly.
Fees & Compensation
HICKORY CRE CAPITAL LLC follows a fee-based model for their services, where clients pay a percentage of their assets under management as a fee. This model aligns their interests with that of their clients, as their compensation is dependent on the performance of the client’s investments.
Background
HICKORY CRE CAPITAL LLC was founded in 2011 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. He is supported by a team of advisors, all with extensive knowledge and expertise in various financial areas. The firm is registered with the Securities and Exchange Commission (SEC) and operates under strict compliance and regulatory guidelines.
Financial Advisor Disclosures to Know
Prior to working with any financial advisor, it is crucial to understand their disclosure records. Here are some important disclosures to know about HICKORY CRE CAPITAL LLC:
- No criminal or regulatory actions have been taken against the firm or its advisors.
- No instances of bankruptcy.
- No instances of customer complaints or arbitration.
- No disciplinary actions taken by regulatory authorities.