OHIGGINS ASSET MANAGEMENT INC. is a highly reputable financial firm that offers comprehensive financial management services to its clients. With a team of experienced financial experts, OHIGGINS ASSET MANAGEMENT INC. has been the go-to advisor for individuals and businesses seeking sound financial advice and solutions.
How does the advisor help clients – Key Takeaways:
OHIGGINS ASSET MANAGEMENT INC. prides itself on providing personalized and tailored financial solutions to meet the unique needs of each and every client. Through a thorough analysis of the client’s financial situation, goals, and risk tolerance, the firm is able to create a customized plan to help clients achieve their financial objectives.
Facts and Insights
The success of OHIGGINS ASSET MANAGEMENT INC. is evident in the firm’s assets under management, number of advisors and time in business. As of December 2020, the firm boasts assets under management of $1.2 billion, with a team of 17 advisors and has been in business for over 20 years. These numbers are a testament to the firm’s stability, experience, and expertise in the financial industry.
Assets Under Management: $1.2 billion (as of December 2020)
Number of Advisors: 17
Time in Business: Over 20 years.
Financial Services Offered
OHIGGINS ASSET MANAGEMENT INC. offers a wide range of financial services to its clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With a holistic approach to financial management, the firm is able to provide comprehensive solutions to help clients achieve their financial goals.
Client Types
OHIGGINS ASSET MANAGEMENT INC. caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm understands that each client has unique financial needs and goals, and strives to provide personalized solutions that cater to their individual circumstances.
Fees & Compensation
OHIGGINS ASSET MANAGEMENT INC. follows a fee-based compensation structure, where the firm’s fees are based on a percentage of assets under management. This aligns the interests of the firm with those of the clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background
OHIGGINS ASSET MANAGEMENT INC. was founded in 1998 by John O’Higgins, a seasoned financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a premier financial advisor known for its personalized approach, expertise, and commitment to client success.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), OHIGGINS ASSET MANAGEMENT INC. is committed to maintaining transparency with its clients. All potential conflicts of interest are fully disclosed, including any potential compensation from third-party providers. This ensures that clients have all the necessary information before making any financial decisions.
In conclusion, OHIGGINS ASSET MANAGEMENT INC. is a trusted financial advisor that has a proven track record of helping clients achieve their financial goals. With a wide range of services, a team of experienced advisors, and a commitment to transparency, the firm is an excellent choice for individuals and businesses seeking sound financial advice and solutions.