)
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services, including retirement planning, estate planning, and tax planning
- Uses a proactive approach to help clients reach their financial goals
- Prioritizes transparency and communication with clients
Facts and Insights
HUNSICKER INVESTMENT MANAGEMENT, LLC is a reputable financial firm that specializes in providing comprehensive financial planning and investment management services to clients. With extensive experience and expertise in the industry, the firm has helped numerous individuals and families achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Asset allocation
- Cash flow management
- Education planning
Client Types
HUNSICKER INVESTMENT MANAGEMENT, LLC works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
HUNSICKER INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, which means their only source of compensation is from client fees. This helps ensure that the firm always acts in the best interest of their clients and avoids conflicts of interest.
The firm charges a percentage of assets under management as their fee, with the exact percentage varying based on the size of the client’s portfolio. They also offer hourly rates for financial planning and consulting services.
Background
HUNSICKER INVESTMENT MANAGEMENT, LLC was founded in 2001 by John Hunsicker, who has over 30 years of experience in the financial industry. The firm is headquartered in New York City and has a team of experienced financial professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- HUNSICKER INVESTMENT MANAGEMENT, LLC has a clean record with no disclosures to report.
- The firm prides itself on full transparency and always strives to act in the best interest of its clients.