How does the advisor help clients – Key Takeaways:
- HODGE FINANCIAL SERVICES, LLC provides comprehensive financial services to its clients.
- They take a client-first approach, tailoring their services to meet the individual needs and goals of each client.
- Their team of experienced advisors offers expert financial advice and guidance to help clients achieve their financial objectives.
- They prioritize transparency and open communication with clients to ensure trust and understanding in their financial decisions.
Facts and Insights
HODGE FINANCIAL SERVICES, LLC has been in the financial industry for over 15 years, serving a wide range of clients with their diverse financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
HODGE FINANCIAL SERVICES, LLC serves a diverse client base including individuals, families, and small businesses seeking financial planning and management.
Fees & Compensation
HODGE FINANCIAL SERVICES, LLC charges a competitive fee based on a percentage of assets under management. This ensures their interests are aligned with their clients, as they only make money if their clients do.
Background
HODGE FINANCIAL SERVICES, LLC was founded by experienced financial professionals with a passion for helping individuals and businesses achieve their financial goals. The team is committed to staying up-to-date on industry trends and changes to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
HODGE FINANCIAL SERVICES, LLC is a registered investment advisor and is required to act in the best interests of their clients. They have a fiduciary duty to always put their clients’ interests above their own. Additionally, all advisors at HODGE FINANCIAL SERVICES, LLC have clean records and have not faced any disciplinary actions.