Hexagon Capital Partners

Wealth Management Firm in Rogers, AR

Firm Info
Address: 2107 S 54th St, Rogers, AR 72758, USA
Phone: (479) 340-0115

Firm Size
Assets Under Management: $715.1 million
# of Advisors: 4
# of Clients: 821
Client to Advisor Ratio: 205:1
Average Account Size: $870,970
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Hexagon Capital Partners, LLC Overview

HEXAGON CAPITAL PARTNERS, LLC is a fee-only registered investment advisory firm with its headquarters located in Rogers, AR. Since its inception in 2019, the firm has been focused on providing investment advice and financial planning services to individuals and small businesses. As an insurance broker/agent, the firm also offers advice on insurance products to its clients. The firm is committed to the goal of helping its clients achieve their financial objectives through sound investment strategies tailored to their unique needs. HEXAGON CAPITAL PARTNERS, LLC offers portfolio management services to both individual and small business clients. The firm also provides portfolio management services to businesses and institutional clients who require professional investment advice to manage their assets. To ensure that its clients receive the best possible advice, the firm has a team of experienced advisors who use their expertise in investment management to identify and select other advisors that meet the needs of its clients. HEXAGON CAPITAL PARTNERS, LLC takes pride in providing accessible and reliable investment advice to its clients to help them achieve their financial goals.

Assets Under Management (AUM) hourly rate retainer fee HEXAGON CAPITAL PARTNERS, LLC caters to a diverse group of clients. They provide financial solutions to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. HEXAGON CAPITAL PARTNERS, LLC understands the unique financial needs of each client. Thus, they offer a personalized approach that is tailored to each client's requirements. The firm presents an array of fee structures depending on the service provided. These may include a percentage of Assets Under Management (AUM), hourly rate, or retainer fee. Clients can select the fee structure that best suits their individual preferences and financial goals. HEXAGON CAPITAL PARTNERS, LLC is committed to the financial success of their clients and continuously strives to provide innovative solutions that offer their clients long-term financial benefits.

Typical Clients, Fee Structures & Investment Minimum

According to HEXAGON CAPITAL PARTNERS, LLC's Part 2 Brochure note about investment minimums, the firm does not require a minimum account size. However, there may be account minimum requirements for third-party managed programs, and these requirements may vary depending on the manager. Typically, fixed income accounts have higher minimums than equity-based accounts. Therefore, it can be concluded that HEXAGON CAPITAL PARTNERS, LLC does not have an investment minimum for their accounts.

How This Office Can Help Rogers, AR Residents

Hexagon Capital Partners is a financial services firm that assists clients in Rogers, AR in managing their financial planning and investments. They provide a range of services that are tailored to meet the unique needs of clients in this area. For instance, they understand the common financial situations affecting individuals and families in Rogers, such as dealing with debt, paying off student loans, saving for retirement, managing tax obligations, and setting up college savings plans for their children. Hexagon Capital Partners has a team of experienced and knowledgeable financial planners who work closely with clients to develop customized financial plans that align with their goals and needs. They offer investment management services, financial planning, retirement planning, estate planning, tax planning, and risk management strategies. Their approach is centered on understanding the unique financial challenges and goals of their clients and providing them with solutions that fit their specific needs. With Hexagon Capital Partners, clients in Rogers, AR have access to sophisticated financial planning tools, personalized guidance, and ongoing support to help them achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Hexagon Capital Partners, LLC, visit their Part 2 Brochure.

Services Offered by Hexagon Capital Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hexagon Capital Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2107 S 54th St, Rogers, AR 72758, USA
Phone (479) 340-0115
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Hexagon Capital Partners, LLC is registered to service clients in the following states:

  • Arkansas
  • Florida
  • Massachusetts
  • Oklahoma
  • Texas

Disciplinary History

Hexagon Capital Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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