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How does the advisor help clients – Key Takeaways:
Alan B. Lancz & Associates, Inc. is a financial services firm that prides itself on providing expert financial guidance and advice to its clients. As a seasoned financial expert, the firm helps clients navigate the complex world of finance and achieve their financial goals. With a team of dedicated professionals, Alan B. Lancz & Associates, Inc. provides clients with comprehensive financial planning and investment management services that are tailored to their specific needs and objectives.
Facts and Insights
Founded in 1986, Alan B. Lancz & Associates, Inc. has over 30 years of experience in the financial industry. Headquartered in Ohio, the firm serves clients from all over the country, offering a wide range of financial services to both individuals and businesses. With a focus on providing personalized and customized solutions, the firm has built a solid reputation for providing excellent financial advice and achieving positive results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, Alan B. Lancz & Associates, Inc. has over $400 million in assets under management. The firm has a team of 11 experienced advisors who are dedicated to helping clients achieve their financial goals. With an average of 20 years of experience in the financial industry, the team at Alan B. Lancz & Associates, Inc. is well-equipped to provide expert financial guidance to clients.
Financial Services Offered
The services offered by Alan B. Lancz & Associates, Inc. cover a wide range of financial needs, including comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also offers services in other financial areas such as insurance planning, college planning, and debt management. With a holistic approach to financial planning, the firm strives to provide clients with a comprehensive and personalized financial strategy that is tailored to their unique needs and goals.
Client Types
Alan B. Lancz & Associates, Inc. works with a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm caters to clients from all walks of life, and its team of advisors has the expertise and knowledge to provide financial guidance to clients from different backgrounds.
Fees & Compensation
Alan B. Lancz & Associates, Inc. operates on a fee-only basis, which means that the firm is only compensated by client fees. This ensures that the firm works in the best interest of its clients and that there are no conflicts of interest. The firm’s fees are transparent and based on a percentage of the assets under management, providing a clear understanding of the cost of services for clients.
Background
Founder Alan B. Lancz has over 40 years of experience in the financial industry and is a well-respected financial expert. He is the Chief Investment Officer and President of the firm and is committed to providing clients with expert financial advice and personalized solutions. The firm’s team of advisors also has a wealth of knowledge and experience, making them a trusted source of financial guidance for clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Alan B. Lancz & Associates, Inc. is committed to operating with the highest ethical standards. The firm has a fiduciary duty to act in the best interest of its clients at all times. As such, the firm discloses any potential conflicts of interest and keeps clients informed about any changes that may affect their financial plan.
Overall, Alan B. Lancz & Associates, Inc. prides itself on providing expert financial guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to ethical standards, the firm is a trusted partner for clients seeking financial success.