HIGGINS CAPITAL MANAGEMENT, INC.
Higgins Capital Management, Inc. is a leading financial management firm that has been serving clients since its establishment in 1985. Founded by William Higgins, the firm has built a reputation for being a trusted financial expert and has helped numerous clients achieve their financial goals. With a team of skilled and experienced financial advisors, Higgins Capital Management, Inc. offers a wide range of financial services tailored to the specific needs of each client.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial services to help clients achieve their financial goals
- Offers a wide range of services, including investment management, retirement planning, and estate planning
- Has a team of experienced financial advisors who stay updated on the latest market trends and strategies
- Delivers transparent and unbiased recommendations to clients
Facts and Insights
According to data from the Securities and Exchange Commission (SEC), Higgins Capital Management, Inc. manages approximately $500 million in assets. The firm has a team of 10 financial advisors who have an average of 15 years of experience in the industry. Additionally, the firm has advised clients with an average account size of $1 million.
With decades of experience, the firm’s advisors have gained valuable insights into the financial landscape and are able to provide clients with informed decisions and strategies for managing their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 35 years |
Financial Services Offered
Higgins Capital Management, Inc. offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. Some of the services offered by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Higgins Capital Management, Inc. serves a diverse group of clients, including individuals, high-net-worth individuals, families, and small businesses. The firm understands that each client has unique financial needs and develops customized strategies to help them achieve their financial goals.
Fees & Compensation
Higgins Capital Management, Inc. charges a fee based on a percentage of assets under management. The fee structure may vary depending on the client’s specific needs and the services provided. The firm operates on a fee-only model, meaning that they do not earn commissions from the sale of financial products. This ensures that their recommendations are unbiased and in the best interest of their clients.
Background
William Higgins, the founder of Higgins Capital Management, Inc., has over 40 years of experience in the financial industry. He holds a degree in Finance and Economics from a prestigious university and has obtained various professional certifications. He has assembled a team of highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Higgins Capital Management, Inc. is required to disclose any potential conflicts of interest to their clients. The firm has a duty to act in the best interest of its clients and provides full transparency regarding any potential conflicts. Their advisors are also required to disclose any disciplinary actions or sanctions taken against them by regulatory bodies.