HCR Wealth Advisors is a registered investment advisory firm that is based out of Los Angeles, California. It is registered with, and operates in accordance with the rules and regulations of, the United States Securities and Exchange Commission (SEC). They provide financial and investment strategies to their clients. HCR Wealth Advisors’ main focus is building personal relationships with each client and developing strategies to help them reach their financial goals. These relationships are established through education, trust and service. The company charges one fee which is computed as a percentage of the total assets under management.
HCR Wealth Advisors helps its clients develop a sound strategy that incorporates client investments, retirement plans and financial goals to help them secure the future and handle life’s unexpected events. It is designed in a personalized way according to the client’s needs; different people have different financial goals and preferences. The personalization is achieved by involving the client in his/her own wealth management process. The client is thus fully aware of his/her current financial situation, possible future and the effect of present choices on the future.
The firm uses a monthly blog and a quarterly webcast to educate its clients. The blog highlights important financial trends and economic news that keeps its clients informed on what is going on in the financial markets. The webcast is entitled, “State of the Markets”. It reviews the performance in the previous quarter and looks at the future.
HCR Wealth Advisors gives a team of three individuals to each client; a lead advisor, a financial planner and an analyst. They meet or talk regularly with the client. This ensures that the client receives personalized services. In case of a query or if anything comes up, the client can contact the lead advisor who is the primary point of contact or any other team member.
HCR Wealth Advisors focus on their main objective, serving clients.
HCR Wealth Advisors is not affiliated with this website.