About ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC. is a financial advisory firm that has been in business for over 40 years. The firm focuses on providing personalized solutions to its clients to help them achieve their financial goals. With a team of experienced professionals and a successful track record, ALAN B. LANCZ & ASSOCIATES, INC. has become a go-to choice for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
The team at ALAN B. LANCZ & ASSOCIATES, INC. helps clients in various aspects of financial planning and management. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm works closely with clients to understand their specific needs and develops customized strategies to achieve their financial goals.
Facts and Insights
Here are some key facts and insights about ALAN B. LANCZ & ASSOCIATES, INC.:
- Assets Under Management: $500 million (as of Dec 31, 2020)
- Number of Advisors: 7
- Time in Business: Over 40 years
The firm’s impressive assets under management and the long-standing experience of its advisors highlight its strong reputation and successful track record in the industry.
Financial Services Offered
ALAN B. LANCZ & ASSOCIATES, INC. offers a diverse range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
These services are designed to help clients grow and protect their wealth, plan for their future, and minimize financial risks.
Client Types
The firm serves a variety of clients, including:
- Individuals
- Families
- Small businesses
- High net worth individuals
- Trusts
- Charitable organizations
This diverse client base showcases the ability of ALAN B. LANCZ & ASSOCIATES, INC. to cater to the unique financial needs of different types of clients.
Fees & Compensation
The firm’s fees and compensation structure are based on a percentage of assets under management. This incentivizes the firm to work towards the growth and preservation of their clients’ assets. ALAN B. LANCZ & ASSOCIATES, INC. is a fee-only firm, which means that it does not receive any commissions or third-party payments. This ensures that their recommendations are unbiased and in the best interest of their clients.
Background
Alan B. Lancz, the founder of ALAN B. LANCZ & ASSOCIATES, INC., is a well-known financial expert with over 40 years of experience in the industry. He holds a Masters degree in Finance from the University of Toledo and has appeared on various media outlets as a financial analyst and commentator.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALAN B. LANCZ & ASSOCIATES, INC. is held to a fiduciary standard, which means that they are legally obligated to act in the best interest of their clients. They have a clean record with no disciplinary actions or regulatory sanctions, highlighting their commitment to ethical and professional practices.