How does the advisor help clients – Key Takeaways:
HILL AND LABARRE WEALTH MANAGEMENT offers comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced advisors and financial experts work closely with clients to create customized strategies that not only address their current needs but also plan for their future.
Here are some key takeaways on how HILL AND LABARRE WEALTH MANAGEMENT helps their clients:
- Personalized financial planning: The advisors at HILL AND LABARRE WEALTH MANAGEMENT take the time to understand each client’s unique financial situation, goals, and risk tolerance before creating a personalized financial plan for them.
- Expert investment management: With years of experience and industry knowledge, the advisors at HILL AND LABARRE WEALTH MANAGEMENT offer expert investment management services to help clients make informed decisions about their investments.
- Wealth preservation: HILL AND LABARRE WEALTH MANAGEMENT understands the importance of preserving wealth for future generations. Their advisors strategically plan investments to ensure long-term financial stability for their clients.
Facts and Insights
HILL AND LABARRE WEALTH MANAGEMENT has been in the financial services industry for over 20 years, providing trusted financial advice to individuals, families, and businesses. They have a team of 10 advisors who bring a diverse range of expertise and skills to the table. As a firm, they manage over $500 million in client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
HILL AND LABARRE WEALTH MANAGEMENT offers a wide range of financial services to help clients with their various needs. These services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
HILL AND LABARRE WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, families, and business owners. Their team of advisors has experience working with clients from all walks of life and understands the unique needs and challenges that different client types may face.
Fees & Compensation
HILL AND LABARRE WEALTH MANAGEMENT charges their clients a fee based on a percentage of their assets under management. This percentage may vary depending on the complexity of the client’s financial situation and the services they require. They believe in complete transparency when it comes to fees and will clearly communicate all associated costs with their clients before any services are rendered.
Background
HILL AND LABARRE WEALTH MANAGEMENT was founded by John Hill and Emily Labarre, two highly qualified financial advisors with a combined experience of over 40 years in the industry. Their goal was to create a firm that offered comprehensive financial planning and investment management services to clients who were looking for a long-term partnership to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to know the potential risks involved. HILL AND LABARRE WEALTH MANAGEMENT is a registered investment advisor and is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. They do not have any disclosures or disciplinary actions on their record, illustrating their commitment to ethical and transparent practices.