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How does the advisor help clients – Key Takeaways:
JHH WEALTH, LLC is a well-respected financial services firm that specializes in providing expert financial advice to individuals and businesses. With a team of highly qualified advisors, JHH WEALTH, LLC is committed to helping its clients achieve their financial goals and secure their financial future.
Facts and Insights
JHH WEALTH, LLC has established itself as a leading financial services firm, offering personalized and comprehensive financial planning and investment management services. Led by a team of experienced advisors, the firm has a solid track record of success in helping clients navigate the often complex and ever-changing world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 10 | $500 million |
| 2015 | 20 | $1 billion |
Financial Services Offered
JHH WEALTH, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, insurance planning, estate planning, and more. The firm prides itself on its ability to develop customized financial plans tailored to each client’s unique financial situation and objectives.
Client Types
JHH WEALTH, LLC serves a diverse client base, including individuals, families, small businesses, and large corporations. The firm’s advisors have the expertise and experience to address the specific financial needs and goals of each client, regardless of their age, income, or level of wealth.
Fees & Compensation
JHH WEALTH, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of the client’s assets under management, ensuring that their interests are aligned with those of their clients. This fee structure promotes a long-term approach to financial planning rather than focusing on short-term gains.
Background
JHH WEALTH, LLC was founded in 2008 by John H. Howard, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown into a reputable financial services firm, known for its high-quality services, ethical practices, and commitment to client satisfaction.
Financial Advisor Disclosures to Know
JHH WEALTH, LLC prides itself on its integrity and adherence to strict ethical standards. As part of this commitment, the firm discloses any potential conflicts of interest or disciplinary actions taken against any of its advisors in its Form ADV, which is available on the Securities and Exchange Commission’s website.