How does the advisor help clients – Key Takeaways:
TEAM HEWINS, LLC is a leading financial advisory firm that provides expert financial guidance for clients. With a team of experienced advisors, they help individuals navigate the complexities of the financial world and make informed decisions about their wealth management.
Some key takeaways about how TEAM HEWINS, LLC helps their clients are:
- Expertise: The advisors at TEAM HEWINS, LLC are financial experts who have significant experience and knowledge in the field of finance. They have the expertise to guide their clients in making well-informed financial decisions.
- Objective advice: The advisors at TEAM HEWINS, LLC are not affiliated with any financial products or services, allowing them to provide unbiased and objective advice to their clients.
- Customized solutions: Each client’s financial situation is unique, and the advisors at TEAM HEWINS, LLC understand this. They work closely with their clients to create customized financial solutions tailored to their specific needs and goals.
- Comprehensive approach: The advisors at TEAM HEWINS, LLC take a holistic approach to financial management, considering all aspects of their clients’ finances, including investments, taxes, estate planning, and more.
Facts and Insights
Here is some data that showcases the success and growth of TEAM HEWINS, LLC:
- Assets Under Management: As of December 2021, TEAM HEWINS, LLC manages over $3 billion in assets for its clients. This significant amount is a testament to the firm’s commitment to providing top-notch financial services.
- Number of Advisors: Currently, TEAM HEWINS, LLC has a team of 12 experienced advisors who work with clients to help them achieve their financial goals.
- Time in Business: The firm has been in business for over 13 years, having been founded in 2008. Over the years, TEAM HEWINS, LLC has established itself as a reputable and reliable financial advisory firm.
Financial Services Offered
TEAM HEWINS, LLC offers a wide range of financial services to help their clients manage and grow their wealth. Some of the primary services they offer include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Risk management and insurance
- Education planning
- Business financial planning
Client Types
TEAM HEWINS, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. Whether you are a high-net-worth individual seeking wealth management services or a business owner looking to maximize your finances, the advisors at TEAM HEWINS, LLC have the expertise to help.
Fees & Compensation
TEAM HEWINS, LLC charges a fee for their services based on a percentage of a client’s assets under management. This means that the firm’s compensation is directly tied to the success of their clients’ investments. The advisors at TEAM HEWINS, LLC are committed to aligning their interests with their clients’ and providing the best possible service.
Background
The founders of TEAM HEWINS, LLC, Sanjeev Sardana and Marnie Aznar, have over 40 years of combined experience in the financial services industry. They established the firm based on their shared belief that financial advice should be independent, objective, and focused on the clients’ best interests. Today, the firm continues to uphold these values, providing top-notch financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, TEAM HEWINS, LLC operates under a fiduciary duty to act in the best interests of their clients at all times. This means that the firm is legally bound to disclose any potential conflicts of interest and act in their clients’ best interests.
In addition to their fiduciary duty, TEAM HEWINS, LLC is also committed to transparency and ethical practices. Clients can access detailed information about the firm, including their fees, services, and disciplinary history, on their website or through the SEC’s Investment Advisor Public Disclosure (IAPD) website.