How does the advisor help clients – Key Takeaways:
HORNOR, TOWNSEND & KENT, LLC (HTK) is a financial services firm that aims to provide expert guidance and support to its clients in meeting their financial goals. Without explicitly saying it, HTK portrays itself as a trusted financial expert, helping clients navigate the complex world of personal finance and investments. The following are key takeaways of how HTK helps its clients:
- Customized and personalized financial planning.
- Comprehensive and holistic approach to financial management.
- Access to a team of experienced and knowledgeable financial advisors.
- Objective and unbiased advice.
- Regular portfolio reviews and rebalancing.
Facts and Insights:
HTK was founded in 1964 and has since then grown to become a leading financial services firm, managing over $4.2 billion in assets. HTK is a subsidiary of Penn Mutual Life Insurance Company, one of the oldest and most respected mutual insurance companies in the United States. With over 300 advisors across the country, HTK is well-equipped to provide personalized and comprehensive financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year of Establishment | Assets Under Management | Number of Advisors |
|---|---|---|
| 1964 | $4.2 billion | 300+ |
Financial Services Offered:
HTK offers a wide range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Financial planning.
- Investment management.
- Retirement planning.
- Tax planning.
- Estate planning.
- Insurance and risk management.
Client Types:
HTK caters to a broad range of clients, including individuals, families, small businesses, and corporations. HTK understands that each client has unique financial goals and needs, and therefore their services are tailored accordingly.
Fees & Compensation:
HTK is a fee-based firm, which means they charge a fee for the services they provide. This fee structure ensures that their advisors are not influenced by commissions or product sales, allowing them to provide objective and unbiased advice to their clients. The exact fee structure and compensation may vary depending on the specific financial services required by the client.
Background:
HORNOR, TOWNSEND & KENT, LLC was founded in 1964 by three colleagues with the vision of providing top-notch financial services to their clients. Today, HTK has grown to become a well-respected and trusted financial services firm, serving clients across the nation.
Financial Advisor Disclosures to Know:
As with any financial services firm, it is essential to be aware of any potential conflicts of interest or disclosures. HTK’s advisors are required to disclose any potential conflicts of interest and adhere to the fiduciary standard to act in the best interest of their clients. This commitment to transparency ensures that clients can trust and rely on the advice provided by HTK’s advisors.