How does the advisor help clients – Key Takeaways:
JHP Wealth Management, LLC is committed to providing expert financial advice and services to clients. As one of the top wealth management firms in the industry, they have a proven track record of helping clients achieve their financial goals and secure their financial future.
Facts and Insights
JHP Wealth Management, LLC was founded in 2008 and is headquartered in New York City. The firm currently has 50 advisors across multiple offices nationwide, serving a diverse group of clients including high net worth individuals, families, and small businesses. They have over $5 billion in assets under management and have consistently been recognized for their outstanding performance and exceptional client service.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 50 | $5 billion |
Financial Services Offered
JHP Wealth Management, LLC offers a wide range of financial services to meet the unique needs of their clients. These services include:
- Investment management
- Financial planning
- Tax planning and preparation
- Retirement planning
- Estate planning
Client Types
JHP Wealth Management, LLC caters to clients from various backgrounds and financial situations. Their clients include:
- High net worth individuals
- Families
- Small business owners
Fees & Compensation
JHP Wealth Management, LLC operates on a fee-based compensation structure. This means that they charge a percentage of the assets under management as their fee, rather than receiving commissions from selling financial products. This aligns their interests with their clients’ goals, as their compensation is directly tied to the performance of their clients’ investments.
Background
The team at JHP Wealth Management, LLC is composed of highly experienced and knowledgeable financial advisors. Many of their advisors have advanced degrees in finance and hold prestigious certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), which promotes high ethical and professional standards in the industry.
Financial Advisor Disclosures to Know
JHP Wealth Management, LLC values transparency and believes in keeping their clients fully informed. Their advisors are legally required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV, which can be found on the Securities and Exchange Commission’s website. They also encourage clients to ask questions and address any concerns they may have about their financial advisors or the firm’s practices.