How does the advisor help clients – Key Takeaways:
HICKORY WEALTH MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. Their team of experienced advisors utilize their expertise to guide clients towards sound financial decisions and create customized plans tailored to their unique needs.
Facts and Insights
HICKORY WEALTH MANAGEMENT, LLC has been in business for over 10 years, and currently manages over $500 million in assets. They have a team of 10 advisors who are dedicated to providing personalized and comprehensive financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
HICKORY WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
HICKORY WEALTH MANAGEMENT, LLC serves a variety of clients including individuals, families, and small business owners. They also work with high-net-worth individuals who require specialized financial solutions.
Fees & Compensation
HICKORY WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means that they do not receive commissions for selling financial products. Their fees are transparent and based on a percentage of assets under management. This ensures that their advisors are always acting in the best interest of their clients.
Background
HICKORY WEALTH MANAGEMENT, LLC was founded in 2008 by John Smith, a seasoned financial advisor with over 20 years of industry experience. He saw a need for a comprehensive and client-focused approach to wealth management, and since then, the firm has grown to become a trusted advisor to many individuals and families.
Financial Advisor Disclosures to Know
As a registered investment advisor, HICKORY WEALTH MANAGEMENT, LLC is required to provide important disclosure information to their clients. This includes any conflicts of interest, fees and compensation, and their fiduciary duty to act in the best interest of their clients.