Top financial advisors in Aztec, NM
We’ve curated a list of the best financial advisors in Aztec, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$19,179,876
Number of advisors
2 advisors
| $19,179,876 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Aztec, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Aztec. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Hegarty Investment Logic, LLC
Hegarty Investment Logic, LLC, established in April 1982, offers retirement planning, investment management, and advisory consulting services. The firm, owned by Bryan Hegarty, manages assets totaling $22,631,659 across 238 accounts. Clients can engage HIL for discretionary or non-discretionary investment management services, primarily utilizing Load-Waived mutual funds and ETFs. HIL tailors its services to individual client needs, ensuring investments align with goals and risk tolerance. The firm may recommend its own services or those of affiliated companies, disclosing any conflicts of interest. HIL acts as a fiduciary, prioritizing clients' best interests. Regarding fees, HIL charges a management fee based on assets under management, varying by account type. Retirement planning services may incur additional fees, typically ranging from $150-$250 per hour. Clients may face custodial fees and transaction costs, exclusive of HIL's management fee. The firm does not engage in performance-based fees or side-by-side management. HIL exercises investment discretion for client accounts, with clients receiving regular account reviews and statements. The firm does not vote client securities or accept custody of client assets. Bryan Hegarty, the CEO, holds the RFC® designation and has no disciplinary history. As the Chief Compliance Officer, he oversees compliance with securities laws. Additionally, Hegarty holds an insurance license, creating a potential conflict of interest if recommending insurance products.
$19,179,876 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Aztec, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Aztec. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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