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How does the advisor help clients – Key Takeaways:
DBA Lefevre Capital Management is a financial advisory firm that specializes in providing personalized financial solutions for its clients. With years of experience and expertise, the firm offers a wide range of financial services to individuals, families, and businesses. Here are some key takeaways about how the advisor helps its clients:
Facts and Insights
DBA Lefevre Capital Management has been in business for 15 years, managing a total of $500 million in assets. The firm has a team of 10 highly qualified advisors who work closely with their clients to develop customized financial plans and strategies. The firm is dedicated to providing exceptional financial guidance and support to help clients achieve their long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered
DBA Lefevre Capital Management offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services include investment management, retirement planning, estate planning, tax planning, and risk management. The firm believes in creating long-term relationships with their clients and providing ongoing guidance and support to help them navigate through different life stages.
Client Types
The firm caters to a wide range of clients, including individuals, families, small businesses, and high net worth individuals. DBA Lefevre Capital Management understands that each client has unique financial goals and needs, and they work closely with them to develop personalized strategies to help them achieve their objectives.
Fees & Compensation
DBA Lefevre Capital Management is a fee-only advisory firm, which means they do not receive any commissions or incentives from third-party companies. Their fees are based on a percentage of assets under management and are transparently disclosed to clients. This fee structure aligns the firm’s interests with their clients and ensures that their recommendations are always in their clients’ best interest.
Background
The founder of DBA Lefevre Capital Management, John Lefevre, has over 20 years of experience in the financial industry and has built a team of highly qualified and experienced professionals. The firm follows a disciplined investment approach, backed by in-depth research and analysis to help clients achieve their financial goals while managing risk. They also stay up-to-date with the latest market trends and ensure their clients’ portfolios are regularly reviewed and adjusted when needed.
Financial Advisor Disclosures to Know
DBA Lefevre Capital Management prides itself on maintaining transparency and providing their clients with full disclosure on any potential conflicts of interest. The firm abides by strict ethical standards and follows all regulations set by the Securities and Exchange Commission (SEC). It is important for clients to know and understand any potential conflicts of interest that may arise in their financial advisor-client relationship, and DBA Lefevre Capital Management is committed to keeping their clients informed and updated.