Small_hare_jeff

PALADIN RESEARCH REPORT FOR:

Jeffrey Hare

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Telephone Advisor
704.237.4207

I. Snapshot

A. Registry Member
  • Since 2017
B. Years of Experience
  • 29
C. College Degrees
  • Whittemore School of Business  - Bachelor’s Degree in Economics
  • Thunderbird School of Management  - Master in International Management
D. Certifications
  • CFA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    At Aventus Investment Advisors, we are committed to help our clients organize, grow and protect their financial assets. Our investment philosophy is to always do what is best for each and every one of our clients. Our clients receive personalized attention and advice from a credentialed and experienced financial advisor who takes the time to learn about each individual’s financial and life goals. This allows our team to create a personalized investment plan to meet these goals. As a fee-only Fiduciary, we always put our clients’ interests first. Our extensive global financial market experience is focused on growing our clients’ assets, and protecting those assets through thoughtful risk management.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 19810 W. Catawba Ave, Suite G
    Cornelius, North Carolina, 28031
C. Telephone
  • 704.237.4207

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Aventus Investment Advisors
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Aventus Investment Advisors
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD-Ameritrade
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 29 Years
B. College, Degrees, Years
  • Whittemore School of Business  - Bachelor’s Degree in Economics
  • Thunderbird School of Management  - Master in International Management
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - North Carolina
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 153390
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    At Aventus Investment Advisors, we are committed to help our clients organize, grow and protect their financial assets. Our investment philosophy is to always do what is best for each and every one of our clients. Our clients receive personalized attention and advice from a credentialed and experienced financial advisor who takes the time to learn about each individual’s financial and life goals. This allows our team to create a personalized investment plan to meet these goals. As a fee-only Fiduciary, we always put our clients’ interests first. Our extensive global financial market experience is focused on growing our clients’ assets, and protecting those assets through thoughtful risk management.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • $72,000,000
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Quarterly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • Spanish
I. Value Statement
  • View Value Statement
    At Aventus Investment Advisors, we pride ourselves on three things: experience, service, and integrity. Aventus provides individual attention and advice from financial professionals who take the time to learn about them and their financial goals. We are uniquely client centric, always putting our clients first. We have a highly experienced and educated staff with two MBA’s, a CFA, CFP, and two CFP’s in training. We are a fee-only fiduciary and always act for our clients in a highly ethical manner required by the CFA and CFP principles. We focus on providing clients with new investment products, financial planning structures and state-of-the-art technology. We also provide business advisory services. Guidance on how to grow your business and manage your business as an investment becomes valuable when it comes from professionals experienced with guiding everyone from CEOs and senior government officials, to new entrepreneurs, globally.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Jeffrey Hare
Most Recent Update:
  • Oct 10, 2017

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