How does the advisor help clients – Key Takeaways:
HIVEST FINANCIAL LLC is dedicated to providing expert financial advice to clients through a range of services and personalized solutions. Through a comprehensive and holistic approach, their team of advisors aims to help clients reach their financial goals and achieve long-term success.
Facts and Insights:
Founded in 2008, HIVEST FINANCIAL LLC has been providing financial services to clients for over a decade. With a team of over 50 advisors and $2 billion in assets under management, they have the experience and expertise to guide clients towards financial stability and growth.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $2 billion | 50+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
HIVEST FINANCIAL LLC serves a diverse range of clients, including individuals, families, business owners, and institutions. Their team is equipped to handle the unique financial needs of each client, providing personalized solutions and tailored advice.
Fees & Compensation:
The fees and compensation structure at HIVEST FINANCIAL LLC is transparent and based on a percentage of the client’s assets under management. This aligns the advisor’s interests with the client’s, ensuring that the advisor’s success is tied to the client’s success.
Background:
The advisors at HIVEST FINANCIAL LLC come from diverse backgrounds and bring a range of expertise to the table. They hold various certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, showcasing their commitment to maintaining high standards in financial planning and management.
Financial Advisor Disclosures to Know:
HIVEST FINANCIAL LLC takes transparency seriously and discloses all necessary information to clients. Some of the key disclosures to be aware of include potential conflicts of interest, any disciplinary actions taken against the firm or its advisors, and the fees and compensation structure.