How does the advisor help clients – Key Takeaways:
The H Group, Inc. provides comprehensive financial planning and investment management services to help clients achieve their financial goals. They specialize in guiding clients through life transitions and addressing complex financial situations. Their team of experienced advisors uses a holistic approach to develop personalized strategies for each client.
Facts and Insights
The H Group, Inc. has been in business since 1983 and has over 35 years of experience in the financial services industry. They have over $1.5 billion in assets under management and a team of 8 advisors who are dedicated to providing top-quality service for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| The H Group, Inc. | |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 8 |
| Time in Business | 35 years |
Financial Services Offered
The H Group, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types
The H Group, Inc. works with a variety of clients, including individuals, families, and small businesses. They have expertise in serving high net worth individuals, business owners, and retirees.
Fees & Compensation
The H Group, Inc. operates on a fee-only basis, which means they do not receive commissions for their services. Instead, they charge a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients’ and ensures they are always working in their clients’ best interests.
Background
The H Group, Inc. was founded by a team of financial professionals who wanted to offer their clients independent, unbiased financial advice. They are committed to providing personalized service and building long-term relationships with their clients. The team at The H Group, Inc. has decades of combined experience in financial planning, investment management, and other key areas of the financial industry.
Financial Advisor Disclosures to Know
The H Group, Inc. is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. They also have a strict code of ethics and must disclose any conflicts of interest that may arise in their client relationships.