About HOMEWOOD CAPITAL MANAGEMENT EAST LLC
Homewood Capital Management East LLC (HCM East) is a highly reputable financial advisor that has been providing expert financial management services to its clients for over a decade. Founded in 2010, HCM East has carved out a niche for itself in the highly competitive financial management industry through its commitment to providing top-notch services to its clients.
Facts and Insights
HCM East has a team of highly experienced financial experts, who have an in-depth understanding of the ever-changing financial landscape. This enables them to provide clients with valuable insights and personalized financial solutions that meet their unique needs and goals. The following are some key takeaways of how HCM East helps its clients:
- Expert financial advice and management services
- Personalized solutions tailored to each client’s needs
- Constant updates on market trends and insights
- Proactive risk management strategies
- Timely and efficient communication with clients
Assets Under Management, Number of Advisors and Time in Business:
As of December 31, 2020, HCM East has approximately $500 million in assets under management. The firm has a team of 10 advisors, with a combined experience of over 50 years. This wealth of experience enables HCM East to effectively manage a diverse range of client portfolios. HCM East has been in business for over 10 years, and its steady growth is a testament to its expertise and commitment to client satisfaction.
Financial Services Offered
HCM East offers a wide range of financial services to individuals, businesses, and institutions. These services include:
- Investment management
- Retirement planning
- Tax planning and strategy
- Estate planning
- Education planning
- Risk management
Client Types
HCM East caters to the financial needs of a diverse client base, including:
- High net worth individuals
- Small and medium-sized businesses
- Corporations
- Non-profit organizations
Fees & Compensation
At HCM East, transparency and fairness are paramount. The firm clearly outlines its fee structure and is committed to providing its clients with the best value for their money. The fees charged by HCM East are based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients, as they only profit when the clients’ portfolios perform well. HCM East does not receive any commissions on financial products, ensuring that its advice is unbiased and in the best interest of the client.
Background
HCM East is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is headquartered in New York City and has a strong presence in the Northeast region of the United States. HCM East is committed to upholding the highest standards of ethics and professionalism in all its operations.
Financial Advisor Disclosures to Know
HCM East strives to maintain a clean record and has no disclosures to report. The firm adheres to all regulatory requirements and has dedicated compliance personnel to ensure that all policies and procedures are followed diligently.
In conclusion, HCM East is a reputable financial management firm that has been serving its clients with excellence for over a decade. Its team of experienced advisors, personalized services, and commitment to transparency make it a top choice for individuals and businesses looking for expert financial guidance.