STONEHENGE PRIVATE CLIENT GROUP, LLC: Your Trusted Financial Expert
STONEHENGE PRIVATE CLIENT GROUP, LLC is a renowned financial advisory firm that provides comprehensive services to help clients achieve their financial goals. The team of experts at STONEHENGE PRIVATE CLIENT GROUP, LLC has years of experience in the financial industry, making them well-equipped to address any financial concerns and provide tailor-made solutions for each client.
How Does the Advisor Help Clients – Key Takeaways:
STONEHENGE PRIVATE CLIENT GROUP, LLC has a client-centric approach and focuses on building long-term relationships with their clients. They offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. Their team of experts stays updated with the latest industry trends and regulations to offer the best advice and solutions to their clients.
Facts and Insights:
STONEHENGE PRIVATE CLIENT GROUP, LLC was established in 2010 and has been in the financial industry for over a decade. They have a team of 15 experienced advisors who have successfully served hundreds of clients over the years. Their commitment to providing personalized financial services and their expertise in the field have earned them an excellent reputation in the industry.
According to a recent report, STONEHENGE PRIVATE CLIENT GROUP, LLC manages approximately $500 million in assets. This showcases their ability to handle a diverse portfolio of clients and their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 11 years |
Financial Services Offered:
STONEHENGE PRIVATE CLIENT GROUP, LLC offers a range of financial services to cater to different client needs. Their services include but are not limited to:
- Investment Management
- Retirement Planning
- Tax Planning and Management
- Estate Planning
- Insurance Planning
Client Types:
At STONEHENGE PRIVATE CLIENT GROUP, LLC, no client is the same, and they understand that each client has unique financial needs and goals. This is why they cater to a diverse range of clients, including:
- Individuals
- High Net Worth Individuals
- Business Owners
- Corporate Executives
- Families
Fees & Compensation:
STONEHENGE PRIVATE CLIENT GROUP, LLC operates on a fee-based structure, which means they charge their clients a percentage of their assets under management. This aligns their interests with their clients and ensures that they work towards achieving common financial goals.
Their fee structure is transparent and is discussed with clients prior to engaging in any services. They believe in building trust and a long-term relationship with their clients, and their fee structure reflects that.
Background:
STONEHENGE PRIVATE CLIENT GROUP, LLC was founded by a team of experienced and highly qualified financial advisors who came together to provide the best financial services to their clients. The company strives to uphold the highest ethical standards and maintain transparency in all their dealings.
Financial Advisor Disclosures to Know:
STONEHENGE PRIVATE CLIENT GROUP, LLC is a registered investment advisor under the Securities and Exchange Commission (SEC). They adhere to all regulatory requirements and have a clean record without any disciplinary actions or complaints against them.
Conclusion:
STONEHENGE PRIVATE CLIENT GROUP, LLC is a trusted and reliable financial advisor that provides personalized services to cater to the unique financial needs and goals of their diverse clientele. With years of experience and a team of experts by their side, they strive to help clients achieve financial success and security.