How does the advisor help clients – Key Takeaways:
HORNSBY ASSET MANAGEMENT, LLC is a reputable financial firm that has been providing expert financial advice to its clients for many years. As a trusted financial advisor, they have helped many individuals and organizations navigate the complex world of finance with ease. Here are some key takeaways on how they assist their clients in achieving financial success.
- Experience and Expertise: HORNSBY ASSET MANAGEMENT, LLC has a team of highly experienced and knowledgeable advisors who are well-versed in various financial areas. They have many years of experience in the finance industry and keep updating their knowledge to provide the best advice to their clients.
- Clients’ Best Interest: The firm follows a client-centric approach, where the needs and goals of the clients are given utmost priority. They believe in building long-term relationships with their clients and understanding their financial objectives to provide personalized advice. The clients’ best interests are always kept in mind while making any financial decisions.
- Accessible and Responsive: The advisors at HORNSBY ASSET MANAGEMENT, LLC are readily available to answer any financial questions or concerns that their clients may have. They are also responsive to any changes or updates in the financial market that may affect their clients’ investments, and they inform and advise their clients accordingly.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
The table below provides the publicly available numbers for HORNSBY ASSET MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 20 years |
Financial Services Offered
HORNSBY ASSET MANAGEMENT, LLC offers a wide range of financial services to its clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
- Education planning
- Insurance analysis
Client Types
The firm caters to a diverse range of clients, including:
- High-net-worth individuals
- Businesses and corporations
- Non-profit organizations
- Families and individuals
Fees & Compensation
The fee structure at HORNSBY ASSET MANAGEMENT, LLC is transparent and is based on a percentage of assets under management. The firm believes in a simple and fair compensation structure to align their interests with their clients’ interests. The fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0-$500,000 | 1.00% |
| $500,001-$1,000,000 | 0.85% |
| $1,000,001-$2,000,000 | 0.70% |
| $2,000,001-$5,000,000 | 0.55% |
| Above $5,000,000 | 0.35% |