How does the advisor help clients – Key Takeaways:
For over 50 years, HOLLINGSWORTH AVENT AVERRE & PURVIS, PA has been providing expert financial advice and assistance to clients. With a team of professionals who have years of experience and knowledge in the financial sector, they have become a trusted resource for individuals and businesses alike.
Facts and Insights
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA prides itself on its reputation and integrity in the financial industry. As a registered investment advisory firm, they are held to a fiduciary standard, meaning they must act in the best interests of their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Over 50 years |
Financial Services Offered
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA offers a wide range of financial services to help clients achieve their goals. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more. They work closely with each client to create customized solutions based on their individual needs and financial objectives.
Client Types
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA caters to a diverse range of clients, including individuals, families, small businesses, and corporations. They have the expertise and resources to understand the unique financial situations of each client and provide tailored solutions to meet their needs.
Fees & Compensation
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA has a transparent fee structure and does not earn commissions on any investment products. Clients are charged a percentage of their assets under management, ensuring that their interests are aligned with the firm’s. This fee structure allows for a mutually beneficial relationship, as the firm’s compensation is tied to the success of their clients’ investments.
Background
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA was founded in 1965 and has since become a well-respected and reputable name in the financial industry. The firm’s team consists of experienced and knowledgeable professionals who hold a variety of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, HOLLINGSWORTH AVENT AVERRE & PURVIS, PA is required to provide certain disclosures to clients. This includes any potential conflicts of interest, fees and compensation structures, and any legal or disciplinary actions taken against the firm or its advisors. These disclosures are important for clients to make informed decisions about their financial advisor and ensure transparency in the relationship.
In conclusion, HOLLINGSWORTH AVENT AVERRE & PURVIS, PA offers a comprehensive range of financial services to help clients achieve their financial goals. With a team of experienced professionals, transparent fee structure, and commitment to acting in the best interests of their clients, they have become a trusted and reliable partner for individuals and businesses in their financial journey.