How does the advisor help clients – Key Takeaways:
HUNT INVESTMENT MANAGEMENT, LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. By providing personalized financial planning and wealth management strategies, HUNT INVESTMENT MANAGEMENT, LLC helps clients create a strong financial foundation for their future.
Through their expertise and experience, the advisors at HUNT INVESTMENT MANAGEMENT, LLC are able to guide clients towards sound investment decisions and help them manage their assets effectively.
Facts and Insights:
Founded in 2005, HUNT INVESTMENT MANAGEMENT, LLC has been in business for over 15 years. With a team of 10 advisors, the firm manages over $500 million in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
HUNT INVESTMENT MANAGEMENT, LLC offers a variety of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types:
HUNT INVESTMENT MANAGEMENT, LLC works with a range of clients, including individuals, families, and small business owners. The firm has experience in tailoring their services to meet the specific financial goals and needs of each client.
Fees & Compensation:
HUNT INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of a client’s assets under management. This fee structure ensures that the advisors are focused on helping clients grow their investments and achieve their financial goals. The firm does not receive any commissions for recommending or selling specific investments.
Background:
HUNT INVESTMENT MANAGEMENT, LLC was founded by John Hunt, a seasoned financial advisor with over 20 years of experience in the industry. John and his team are dedicated to providing personalized and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), HUNT INVESTMENT MANAGEMENT, LLC has a fiduciary duty to act in the best interests of their clients. This means that the firm is legally obligated to prioritize their clients’ interests above their own and provide transparent and unbiased financial advice.