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How does the advisor help clients – Key Takeaways:
Hunter Associates LLC is a trusted financial advisory firm that provides personalized and comprehensive financial solutions for its clients. With a team of experienced and knowledgeable advisors, the firm has gained a strong reputation for its commitment to helping clients achieve their financial goals. Here are some key takeaways of how Hunter Associates LLC helps its clients:
- Offers personalized financial plans based on individual needs and goals
- Provides a wide range of financial services to meet diverse needs
- Experienced and knowledgeable advisors help navigate through complex financial situations
- Strives to build long-term relationships with clients and provide ongoing support
Facts and Insights:
Founded in 1982, Hunter Associates LLC has been in business for over 35 years, serving clients across the country with its expertise and personalized approach. The firm currently has over $500 million in assets under management and a team of 16 advisors to provide comprehensive financial services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1982 | $500 million | 16 |
Financial Services Offered:
Hunter Associates LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, college savings planning, tax planning, and estate planning. The firm also provides insurance and risk management solutions to help protect clients’ assets and mitigate financial risks.
Client Types:
Hunter Associates LLC caters to a diverse set of clients, including individuals, families, small business owners, and corporations. The firm’s personalized approach and customized financial plans make it a top choice for clients seeking comprehensive financial solutions.
Fees & Compensation:
Hunter Associates LLC operates on a fee-only basis, which means the firm does not earn commissions or fees from the sale of financial products. This allows the advisors to provide unbiased and objective advice to clients without any conflicts of interest. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors are aligned with the clients’ best interests.
Background:
The advisors at Hunter Associates LLC have a combined experience of over 150 years in the financial industry. They are highly qualified and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Retirement Planning Counselor (CRPC). This wealth of experience and expertise allows the firm to serve clients with a deep understanding of the financial markets and their complexities.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Hunter Associates LLC is required to disclose any potential conflicts of interest that could impact its clients. The firm has a strict code of ethics that prioritizes the clients’ interests above all else. It also has a fiduciary duty to act in the clients’ best interests at all times, providing transparent and honest advice.
In conclusion, Hunter Associates LLC is a reputable financial advisor that offers customized and comprehensive financial solutions to its clients. With its team of experienced and knowledgeable advisors, the firm is equipped to help clients navigate through complex financial situations and achieve their long-term financial goals.