How does the advisor help clients – Key Takeaways:
ALEXANDER LIEVENS LLP has established itself as a trusted and experienced financial expert, providing a wide range of services to its clients. With a strong foundation in the financial industry and a solid track record of success, ALEXANDER LIEVENS LLP has become a go-to advisor for individuals and businesses looking for sound financial guidance.
Some key takeaways about how ALEXANDER LIEVENS LLP helps its clients include:
- Offering a comprehensive range of financial services
- Providing personalized and tailored solutions to meet clients’ unique needs
- Continuously staying updated on the latest industry trends and regulations
- Building strong relationships with clients based on trust and professionalism
Facts and Insights
In order to fully understand the expertise and capabilities of ALEXANDER LIEVENS LLP, it’s important to take a closer look at some key facts and insights about this financial advisor:
- Founded in 2010
- Assets under management: $500 million
- Number of advisors: 10
- Over 10 years of experience in the financial industry
- Serves clients across the United States
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Time in business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
ALEXANDER LIEVENS LLP offers a wide range of financial services to meet the diverse needs of its clients. Some of the key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Business succession planning
Client Types
ALEXANDER LIEVENS LLP caters to a diverse group of clients, including individuals, families, and businesses. This allows the firm to gain valuable insights into the unique needs and goals of each client and provide tailored solutions to help them achieve their financial objectives.
Fees & Compensation
As a fee-only financial advisor, ALEXANDER LIEVENS LLP operates on a transparent and fair compensation structure. Clients are only charged a fee based on a percentage of their assets under management, ensuring that the advisor’s interests are aligned with the client’s. This approach eliminates any conflicts of interest and helps maintain a strong and trustworthy relationship with clients.
Background
ALEXANDER LIEVENS LLP was founded by Alexander Lievens, a seasoned financial advisor with over 20 years of experience in the industry. Throughout his career, Alexander has successfully guided clients through various economic cycles, providing sound financial advice and helping them achieve their financial goals. With a strong team of knowledgeable advisors, ALEXANDER LIEVENS LLP continues to offer top-notch financial services to clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important for clients to be aware of any potential conflicts of interest or legal disclosures. ALEXANDER LIEVENS LLP discloses any pertinent information in their Form ADV filing with the Securities and Exchange Commission (SEC). This includes any legal or disciplinary events in the past 10 years, as well as the firm’s code of ethics and business practices.