How does the advisor help clients – Key Takeaways:
Hunter Michael Investment Advisors Inc. is a renowned financial firm trusted by individuals and businesses alike. With their team of expert advisors, they provide strategic financial advice and solutions to help their clients attain financial success and security.
Facts and Insights:
Founded in 2008, Hunter Michael Investment Advisors Inc. has over a decade of experience in the financial industry. They have a strong track record of delivering results and their dedication to their clients’ financial well-being has earned them a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered:
Hunter Michael Investment Advisors Inc. offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, college planning, estate planning, and tax planning. They also provide consultation services for businesses regarding employee benefits, insurance planning, and cash flow management.
Client Types:
Their client base includes individuals, families, small businesses, and high-net-worth individuals. They pride themselves on providing personalized services to each of their clients, taking into consideration their unique financial goals, risk tolerance, and current financial situation.
Fees & Compensation:
Hunter Michael Investment Advisors Inc. operates on a fee-based compensation structure, where they charge a percentage of assets under management. This ensures that their interests are aligned with that of their clients, as they only earn more when their clients’ investments perform well. They are transparent about their fees and believe in providing value for their clients’ money.
Background:
The team at Hunter Michael Investment Advisors Inc. is led by Hunter Michael himself, a seasoned financial advisor with over two decades of experience in the industry. He holds multiple certifications and qualifications, including a CFP (Certified Financial Planner) and a CPA (Certified Public Accountant). The entire team is made up of highly qualified and knowledgeable professionals who are committed to staying up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Hunter Michael Investment Advisors Inc. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through their Form ADV, which is available on the SEC’s website. They have a clean record with no reported disciplinary actions.
In conclusion, Hunter Michael Investment Advisors Inc. is a reputable financial firm that provides expert financial guidance and solutions to help individuals and businesses achieve their financial goals. With their experience, personalized services, and transparent fee structure, they have established themselves as a trustworthy and reliable ally in the financial world.