How does the advisor help clients – Key Takeaways:
The HOWARD-MARTIN CAPITAL GROUP, LLC is a leading financial advisory firm that provides expert guidance and personalized solutions to its clients. With a strong team of experienced and knowledgeable advisors, the firm offers a wide range of financial services and solutions to help clients achieve their financial goals and aspirations.
In this article, we will take a closer look at the firm and its key offerings, as well as some important insights and facts that make it stand out in the industry.
Facts and Insights
Founded in 2008, the HOWARD-MARTIN CAPITAL GROUP, LLC has a track record of providing top-notch financial advice and solutions to its clients. The firm has built a reputation for its personalized approach, transparency, and commitment to helping clients achieve financial success.
Below are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 13 years |
With $1.5 billion in assets under management, the HOWARD-MARTIN CAPITAL GROUP, LLC has a strong financial standing and the ability to provide its clients with access to a diverse range of investment opportunities. The firm’s team of 10 advisors brings a wealth of experience and expertise to the table, with a combined 13 years in the financial industry.
Financial Services Offered
The HOWARD-MARTIN CAPITAL GROUP, LLC offers a comprehensive suite of financial services, with a focus on helping clients plan for a secure financial future. Some of the key services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
The firm’s advisors work closely with their clients to develop personalized financial plans that take into account their unique goals, risk tolerance, and financial situation.
Client Types
The HOWARD-MARTIN CAPITAL GROUP, LLC caters to a wide range of clients, including individuals, families, and businesses. The firm understands that each client has a unique set of financial needs and strives to provide tailored solutions that can help them achieve their financial objectives.
Some of the client types served by the firm include:
- High-net-worth individuals
- Retirees
- Business owners
- Young professionals
With its diverse client base, the HOWARD-MARTIN CAPITAL GROUP, LLC has the expertise and knowledge to address the financial needs and concerns of different individuals and businesses.
Fees & Compensation
The HOWARD-MARTIN CAPITAL GROUP, LLC operates on a fee-based compensation model, which means that the firm charges a fee based on a percentage of the assets it manages for its clients. This ensures that the firm’s interests are aligned with those of its clients, as its revenue is directly tied to the performance of its clients’ portfolios.
When it comes to fees, the firm prioritizes transparency and always discusses the fees and charges with its clients upfront. This allows clients to have a clear understanding of the fees and costs associated with their investments.
Background
The HOWARD-MARTIN CAPITAL GROUP, LLC was founded by financial experts John Howard and Mark Martin with the aim of helping individuals and businesses achieve their financial goals. With a combined experience of over 40 years, the founders brought a wealth of knowledge and expertise to the firm, which has helped it grow and become a trusted name in the financial industry.
Financial Advisor Disclosures to Know
As a fiduciary, the HOWARD-MARTIN CAPITAL GROUP, LLC has a legal obligation to act in the best interests of its clients and to always disclose any potential conflicts of interest. The firm takes this responsibility seriously and always provides full disclosure about its affiliations, fees, and potential conflicts of interest to its clients.
In addition, the firm’s advisors are also required to disclose any regulatory actions or customer complaints that may reflect on their professional conduct.
In conclusion, the HOWARD-MARTIN CAPITAL GROUP, LLC is a reputable financial advisory