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HIGHBURY PARK LLC

HIGHBURY PARK LLC

Description

How Does the Advisor Help Clients – Key Takeaways

Sourced from HIGHBURY PARK LLC public records

Highbury Park LLC is a leading financial advisory firm that provides expert guidance on investment and wealth management. With a team of experienced and knowledgeable advisors, the firm offers comprehensive financial services to help clients achieve their long-term financial goals.

Facts and Insights:

Here are some key facts and insights about HIGHBURY PARK LLC:

  • Assets Under Management: $1.5 billion (as of 2021)
  • Number of Advisors: 20 (as of 2021)
  • Time in Business: Over 10 years

Financial Services Offered:

Highbury Park LLC offers a wide range of financial services to cater to the needs of their clients. These include:

  • Investment Management
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Client Types:

The firm caters to a diverse range of clients, including:

  • High-net-worth individuals
  • Families
  • Business owners
  • Retirees

Fees & Compensation:

Highbury Park LLC operates on a fee-based compensation structure, meaning that they charge a percentage of the client’s assets under management as their advisory fee. This incentivizes the firm to help grow their clients’ portfolios and aligns their interests with their clients’ financial success.

Background:

Highbury Park LLC was founded in 2008 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm has grown significantly since its inception and is now considered a top financial advisory firm in the country.

Financial Advisor Disclosures to Know:

As a financial expert, it is important to be aware of any potential conflicts of interest or disclosures that clients should know about. Here are some disclosures to know about HIGHBURY PARK LLC:

  • The firm may receive commissions from the sale of certain financial products.
  • The firm may have partnerships with other financial institutions, potentially influencing the products and services they recommend.
  • The firm has not had any legal or disciplinary actions taken against them.

In conclusion, HIGHBURY PARK LLC is a well-established and reputable financial advisory firm that offers a wide range of services to help clients reach their financial goals. With their experienced team and transparent fee structure, clients can trust that their best interests are always a top priority.

Company Information

Main Office

Mail Office

Other Information

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