How does the advisor help clients – Key Takeaways:
JHM ASSET MANAGEMENT, LLC is a professional financial services firm that offers a range of services to its clients, all aimed at helping them achieve their financial goals. With years of experience in the industry, the advisors at JHM ASSET MANAGEMENT, LLC have established themselves as experts in the field and have a deep understanding of the complexities of the financial world.
Facts and Insights
JHM ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm was founded in 2008 and is based in New York City. The team at JHM ASSET MANAGEMENT, LLC is made up of highly qualified professionals, including financial advisors, investment analysts, and portfolio managers, who work together to provide clients with comprehensive financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2008 |
Financial Services Offered
JHM ASSET MANAGEMENT, LLC offers a wide range of financial services to both individuals and institutions. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial life are taken into consideration.
Client Types
JHM ASSET MANAGEMENT, LLC works with a diverse range of clients, including high-net-worth individuals, families, and institutions. The firm understands that each client has unique financial goals and therefore customizes their services to meet the specific needs of each client.
Fees & Compensation
JHM ASSET MANAGEMENT, LLC charges fees based on a percentage of assets under management. The firm’s fee structure is transparent and is fully disclosed to clients before any services are provided. This ensures that clients know exactly what they are paying for and there are no hidden fees.
Background
The advisors at JHM ASSET MANAGEMENT, LLC have a strong educational background and years of experience in the financial industry. They hold various professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and continue to stay updated on the latest industry trends and regulations through continuous education.
Financial Advisor Disclosures to Know
JHM ASSET MANAGEMENT, LLC has a clean disciplinary record and has not faced any legal or regulatory actions in the past. The firm prides itself on maintaining the highest ethical standards and always acting in the best interest of its clients.