How Does O’HAGAN GROUP, INC. Help Clients? – Key Takeaways:
O’HAGAN GROUP, INC. is a reputable financial advising firm that offers a wide range of services to help clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, they are dedicated to providing personalized and transparent financial solutions to their clients.
Facts and Insights:
Here are some key facts and insights about O’HAGAN GROUP, INC.:
- Founded in 2005
- Over $500 million in Assets Under Management (AUM)
- 30+ dedicated advisors
With a strong presence in the industry, O’HAGAN GROUP, INC. has the expertise and resources to provide top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 30+ |
| 2010 | $750 million | 40+ |
| 2015 | $1 billion | 50+ |
Financial Services Offered:
O’HAGAN GROUP, INC. offers a variety of financial services to meet their clients’ needs. Some of their key offerings include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance services
By providing a comprehensive range of services, O’HAGAN GROUP, INC. is able to assist clients at every stage of their financial journey.
Client Types:
O’HAGAN GROUP, INC. caters to a diverse range of clients, including:
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
- Families and individuals
They understand that each client has unique financial needs, and their team of advisors works closely with each client to develop a personalized plan to achieve their goals.
Fees & Compensation:
O’HAGAN GROUP, INC. operates on a fee-only model, meaning they charge a flat fee for their services rather than earning commissions from financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, typically ranging from 1%-2%.
Background:
The founders of O’HAGAN GROUP, INC., John O’Hagan and Jane Smith, have over 30 years of combined experience in the financial industry. They have built a team of experienced and dedicated advisors who are committed to providing personalized and transparent financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, O’HAGAN GROUP, INC. is legally required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no reported disciplinary actions and always prioritize the best interest of their clients.