| Advisor Profile |
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Business Description |
| Finding the perfect Wealth Manager, someone who implements a truly objective consultative process for his or her clients, through a team of experts, can be challenging for the affluent. Chemistry is important. That's why we at Hott Capital, LLC limit our practice to 100 clients, and we'll only take those with whom we can provide a substantial value. Our firm minimum is $500,000 in investable assets. |
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General Information |
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| Years of Experience in Financial Services: |
4
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Education |
| Academic Background |
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| B.A. Finance and Marketing, Illinois Wesleyan University |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, International Investments, Options, Alternative Investments, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.5
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| Prepared By: |
Adam L. Hott |
| Most Recent Update: |
05/08/2008 |
Frequently Asked Questions |
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What services do you offer? |
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Income Protection, Wealth Enhancement, Financial Security Analysis, Asset Management. |
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Will you be the only person working with me? |
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If additional specialists are needed in their areas of expertise, they will typically meet alongside myself to help you achieve your objectives. |
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Have you ever been charged with any breaches? |
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Do you provide a free initial consultation? |
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What is your approach to Education Planning? |
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Educational Gifting Programs designed to reduce the estate tax burden while providing simply - the "joy of giving the gift of education". |
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Do you provide a free initial consultation? |
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Do you provide a free initial consultation? |
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