How does the advisor help clients – Key Takeaways:
HUNTLEIGH ADVISORS, INC. is a financial advisory firm that prides itself on providing expert financial guidance to its clients. With a team of experienced advisors and a wide range of financial services, HUNTLEIGH ADVISORS, INC. is able to provide personalized solutions to meet each client’s unique needs. Here are some key takeaways on how this advisor helps its clients:
- Personalized solutions tailored to each client’s unique needs.
- A team of experienced and knowledgeable advisors.
- A wide range of financial services offered.
- Clients of all types and sizes are welcome.
- Transparent fees and compensation structure.
- An extensive background and track record of success.
- Full disclosure of all potential conflicts of interest.
Facts and Insights
Since its establishment, HUNTLEIGH ADVISORS, INC. has been committed to providing top-quality financial guidance and services to its clients. Some interesting facts and insights about the firm include:
- Established in 2008.
- Registered with the Securities and Exchange Commission (SEC).
- More than X assets under management (AUM).
- Over X number of advisors on staff.
- Years of combined industry experience among the advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|---|
| HUNTLEIGH ADVISORS, INC. | X | X | 13 |
Financial Services Offered
HUNTLEIGH ADVISORS, INC. offers a wide range of financial services to help clients reach their financial goals. These include:
- Investment management and portfolio construction.
- Retirement and estate planning.
- Tax planning and preparation.
- Education funding planning.
- Risk management, including insurance solutions.
- Business planning and consulting services.
Client Types
As a full-service financial advisory firm, HUNTLEIGH ADVISORS, INC. works with clients of all types and sizes. These include:
- Individuals and families.
- Business owners and entrepreneurs.
- Corporate executives and professionals.
- Non-profit organizations.
- Institutions and foundations.
Fees & Compensation
HUNTLEIGH ADVISORS, INC. believes in full transparency when it comes to its fee and compensation structure. The firm is a fee-only advisor, which means it does not receive any commissions or third-party payments. The only form of compensation the firm receives is through a percentage of the client’s assets under management. This aligns the advisor’s interests with the client’s, ensuring that the firm only succeeds when the client succeeds.
Background
HUNTLEIGH ADVISORS, INC. has an extensive background in the financial industry, with a commitment to providing top-quality financial guidance and services to its clients. The firm was founded in 2008 and has since established a reputable track record of success. The team of advisors brings years of combined experience and expertise to the table, making HUNTLEIGH ADVISORS, INC. a trusted partner for all financial needs.
Financial Advisor Disclosures to Know
HUNTLEIGH ADVISORS, INC. values transparency and always strives to maintain an ethical, trustworthy relationship with its clients. As such, it is important to be aware of the following disclosures:
- HUNTLEIGH ADVISORS, INC. is a registered investment advisor with the SEC.
- The firm is a fee-only advisor, meaning it does not receive any commissions or third-party payments.
- There may be potential conflicts of interest,