Huber Capital Management LLC is a leading financial management firm that assists clients in achieving their financial goals. Established in 2007, the firm has built a reputation for providing expert financial advice and exceptional service to its clients.
H2: How does the advisor help clients – Key Takeaways:
– Huber Capital Management LLC offers personalized financial solutions based on each client’s unique needs and goals.
– The firm’s team of experienced advisors carefully assesses each client’s financial situation to create a comprehensive plan.
– Client satisfaction is a top priority for Huber Capital Management LLC, evidenced by their high client retention rate.
H2: Facts and Insights
Here are some key facts and insights about Huber Capital Management LLC:
Assets Under Management: According to the firm’s most recent SEC filing (as of March 2020), Huber Capital Management LLC has approximately $1.5 billion assets under management. These assets are managed across a range of strategies, including equity, fixed income, and alternative investments.
Number of Advisors: Huber Capital Management LLC employs a team of highly qualified advisors, with a total of 10 advisors currently working at the firm. This ensures that each client receives personalized attention and expert guidance.
Time in Business: With 13 years in business, Huber Capital Management LLC has established a strong track record of success. During this time, the firm has weathered various market conditions, proving their resilience and ability to deliver positive results for their clients.
H2: Financial Services Offered
Huber Capital Management LLC offers a variety of financial services to help clients grow and manage their wealth. These services include:
– Investment management: The firm employs a disciplined investment approach to manage clients’ assets, with a focus on long-term growth and risk management.
– Financial planning: Huber Capital Management LLC works closely with clients to develop comprehensive financial plans that encompass their unique financial goals and objectives.
– Retirement planning: The firm assists clients in planning for a financially secure retirement, including strategies for saving and investing, managing taxes, and creating a retirement income stream.
– Estate planning: Huber Capital Management LLC helps clients create an estate plan that preserves and transfers their wealth in the most tax-efficient manner.
H2: Client Types
Huber Capital Management LLC caters to a diverse clientele, including:
– High-net-worth individuals and families
– Retirees
– Business owners
– Institutions, such as endowments, foundations, and pension plans
The firm’s personalized approach ensures that each client receives tailored solutions to meet their specific financial needs.
H2: Fees & Compensation
Huber Capital Management LLC operates on a fee-only compensation structure, meaning the firm’s advisors are not compensated through commissions or other forms of compensation. This eliminates potential conflicts of interest and ensures that the firm’s goals are aligned with their clients.
Fees are based on a percentage of assets under management, typically ranging from 0.5% to 1.5%. This fee structure incentivizes the firm to grow their clients’ assets, as their own compensation is tied to the performance of the client’s portfolio.
H2: Background
Huber Capital Management LLC was founded in 2007 by Joseph Huber, an investment industry veteran with over 30 years of experience. The firm’s headquarters are located in Newport Beach, California, with additional offices in New York and Denver.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, Huber Capital Management LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record, with zero disclosures reported on their most recent Form ADV filing.
In conclusion, Huber Capital Management LLC is a top-rated financial management firm that puts its clients’ interests first. With a team of experienced advisors, a range of services, and a solid track record, the firm is well-equipped to help clients achieve their financial goals.