Union Heritage Capital is a leading financial advisory firm that provides expert guidance and support for individuals, families, and businesses. With a vast wealth of experience and a deep understanding of the financial landscape, the advisors at Union Heritage Capital are able to offer valuable insights and strategies to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Union Heritage Capital helps clients by offering personalized and comprehensive financial planning and investment management services. By thoroughly analyzing each client’s unique financial situation, the advisors are able to create tailored strategies to help them achieve their specific financial goals. This includes providing guidance on retirement planning, tax management, estate planning, and more.
Facts and Insights
As of 2021, Union Heritage Capital manages over $500 million in assets and has a team of 10 experienced financial advisors. The firm has been in business for over 20 years, establishing a strong reputation for providing reliable and effective financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2021) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Union Heritage Capital offers a wide range of financial services to cater to the diverse needs of clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Tax management
- Estate planning
- Education planning
Client Types
Union Heritage Capital serves a diverse client base, including individuals, families, and businesses. The firm caters to clients from all income levels and backgrounds, offering personalized solutions to meet their unique financial needs.
Fees & Compensation
Union Heritage Capital operates on a fee-based model, charging a percentage of assets under management as the primary source of compensation. This means that the firm is legally obligated to act in the client’s best interest, providing transparent and unbiased advice that aligns with their financial goals.
Background
Union Heritage Capital was founded with a mission to provide comprehensive and objective financial advice to help clients achieve financial success and security. With a team of highly qualified and experienced advisors, the firm has earned a reputation for delivering exceptional service and results for clients.
Financial Advisor Disclosures to Know
Union Heritage Capital is a registered investment advisor that is regulated by the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest and provide transparency about its practices. The advisors at Union Heritage Capital adhere to a strict code of ethics and always act in the best interest of their clients.