How does the advisor help clients – Key Takeaways:
HULSEY CAPITAL MANAGEMENT, INC. is a leading financial management firm that provides expert advice and personalized solutions to its clients. With over 20 years of experience in the industry, the team at HULSEY CAPITAL MANAGEMENT has established itself as a trusted partner for individuals and businesses seeking financial guidance.
Facts and Insights:
HULSEY CAPITAL MANAGEMENT, INC. offers a range of financial services to clients, including portfolio management, retirement planning, and wealth management. The firm takes a holistic approach to financial management, understanding that every individual or business has unique goals and circumstances that require customized solutions.
The team at HULSEY CAPITAL MANAGEMENT, INC. stays on top of market trends and economic developments to provide clients with insightful and timely advice. They utilize a combination of traditional and modern approaches to financial management, combining their experience with cutting-edge technology and research techniques to best serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Wealth Management
- Tax Planning
- Estate Planning
Client Types:
HULSEY CAPITAL MANAGEMENT, INC. caters to a diverse range of clients, including high net worth individuals, families, and businesses. They understand that each client has unique needs and work closely with them to create personalized solutions to help them achieve their financial goals.
Fees & Compensation:
HULSEY CAPITAL MANAGEMENT, INC. charges a fee based on a percentage of assets under management. This fee may vary depending on the complexity of the client’s financial situation, but the firm is committed to providing transparent and competitive rates. They do not receive any compensation from third-party sources, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
HULSEY CAPITAL MANAGEMENT, INC. was founded in 1999 by John Hulsey, a highly experienced financial expert with a passion for helping clients achieve their financial goals. Over the years, the firm has grown its team of advisors and expanded its services to meet the ever-changing needs of its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HULSEY CAPITAL MANAGEMENT, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. The firm has no disciplinary actions or regulatory event disclosures, ensuring that their clients can trust their advice and expertise.