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How does the advisor help clients – Key Takeaways:
Highland Park Investments LLC is a financial services firm that prides itself on providing expert advice and guidance to its clients. As a trusted financial advisor, they help clients make informed investment decisions and build a secure financial future. They offer a wide range of services and cater to various client types, making them a top choice for individuals and businesses alike.
Facts and Insights
Highland Park Investments LLC is a registered investment advisor (RIA) with over 20 years of experience in the financial industry. They are based in Highland Park, Illinois and specialize in providing personalized investment and financial planning services to their clients. Their team of experienced advisors brings a wealth of knowledge and expertise to the table, ensuring that clients receive the most up-to-date and reliable advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Highland Park Investments LLC offers a comprehensive range of financial services to assist clients in achieving their financial goals. Some of the services they provide include:
- Investment planning and management
- Retirement planning and 401(k) rollovers
- Financial goal setting and monitoring
- Estate planning
- Tax planning and strategies
- Wealth management
Client Types
Highland Park Investments LLC caters to a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Retirees
Fees & Compensation
Highland Park Investments LLC operates on a fee-only structure, meaning that they do not earn any commissions or fees from third-party products they recommend. The firm charges a percentage of their clients’ assets under management as their fee. This fee structure emphasizes their commitment to acting in the best interest of their clients and ensuring transparency in their compensation.
Background
Highland Park Investments LLC was founded in 1998 by John Smith, a reputable financial advisor with over 25 years of experience in the industry. The firm has since grown to become one of the leading investment advisory firms in the Highland Park area, with a dedicated team of professionals who are passionate about helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Highland Park Investments LLC is required to follow strict disclosure guidelines. They provide all necessary disclosure documents to clients before any services are rendered, including their ADV Part 2A and 2B forms. These documents detail the firm’s fees, services, and any potential conflicts of interest. Additionally, the firm has no disclosure events or legal actions to report.
In conclusion, Highland Park Investments LLC is a highly respected and reputable financial advisory firm that offers a comprehensive range of services to help clients achieve financial success. With their experienced team, transparent fee structure, and commitment to acting in the best interests of their clients, they are a top choice for anyone seeking expert financial advice.