How HCR Wealth Advisors Values its Clients

It is evident that people tend to be different when it comes to money. This implies that personal relationships are vital features of a wealth advisory team. Situated in Los Angeles, with hundreds of customers all over the country, HCR Wealth Advisors is a leading wealth management company that is devoted to offering unmatched financial and investment strategies to their customers. The company aims to create good working relationships with all customers, designing financial plans with perceptible goals, and assisting customers to achieve their goals. HCR Wealth Advisors strives at putting its customers first all the time.

Being an independent wealth consultant, HCR Wealth Advisors has one key goal, which is serving its customers. Rather than selling those financial products at a profit or being managed by a controlling firm, HCR Wealth Advisors works as an independent company that is client-oriented in all its activities.

When it comes to charging their services, HCR Wealth Advisors is very open and transparent about its rates. The company will charge one fee based on the amount of assets under management. Note that this is something you will not necessarily find with industry competitors. This forthright and transparent rate eliminates the need to ask questions if customers will be charged any hidden fees at the end of the financial year. The company finds it rewarding to be open with its customers in everything it does, and this is the sure way to create a strong working relationship.

Good working relationship surpasses the performance

According to Glassdoor, it is vital to bear in mind that HCR Wealth Advisors is not a simply a money manager, but a wealth consultant. Here is the difference: the work of money managers is to allocate properties in a portfolio, whereby their objective is performance-based, collecting stocks and bonds in the expectations that they will perform well in the market. In essence, a money manager can promise something and fail to deliver. Therefore, once a money manager fails to perform as promised, the clients are left unhappy and wonder why they should pay for the services of a manager who is not offering a good return on investment as agreed. This performance-oriented model used by money managers is old-fashioned and does not serve the requirements of a customer.

Being a wealth consultant, HCR Wealth Advisors uses a holistic methodology in making sure they know all clients, and this makes it a relationship-based rather than performance oriented. This implies spending some time to know their customers, current financial status, their objectives and possible upcoming events that can transform their financial situation.

HCR Wealth Advisors is not affiliated with this website.

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