How does the advisor help clients – Key Takeaways:
HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS) is a financial firm that provides expert advice and services to clients looking to achieve their financial goals. With a team of seasoned professionals, HIIS is equipped to guide clients through the complex world of investments and financial planning.
Facts and Insights
HIIS has been in business for over 30 years, providing financial expertise to individuals, families, and businesses. With a strong focus on building long-term relationships with clients, HIIS works closely with each individual to create a customized financial plan tailored to their unique goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 Billion | 200+ | 30+ years |
Financial Services Offered
HIIS offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
HIIS works with a diverse group of clients, including individuals, families, and businesses. Their team of advisors has experience in working with clients at various stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
HIIS operates on a fee-based compensation structure, which means their advisors earn their income through a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and motivates them to work towards their clients’ financial success.
Background
HIIS has a strong reputation in the financial industry, with a track record of success in helping clients achieve their financial goals. Their team of advisors has a wealth of experience and knowledge, making them a trusted resource for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HIIS is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They also have a strict code of ethics and must disclose any potential conflicts of interest to clients. This ensures transparency and trust between the advisor and their clients.