H. L. LICHSTRAHL & COMPANY, LLC
H. L. Lichstrahl & Company, LLC is a reputable financial advising firm that has been providing expert financial advice to its clients for over 20 years. With a team of experienced financial experts and a successful track record, H. L. Lichstrahl & Company, LLC has established itself as a trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
H. L. Lichstrahl & Company, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, and estate planning. The firm takes a personalized approach to each client, tailoring their services to meet their specific needs and objectives.
Facts and Insights
H. L. Lichstrahl & Company, LLC has been in business for over 20 years and has a team of 10 highly qualified financial advisors. The firm has built a strong reputation for delivering excellent results and helping clients achieve their financial goals. Below is a table outlining the firm’s assets under management, number of advisors, and years in business, all of which are publicly available numbers.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
H. L. Lichstrahl & Company, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management – The firm creates customized investment strategies based on clients’ risk tolerance, financial objectives, and time horizon.
- Retirement Planning – H. L. Lichstrahl & Company, LLC helps clients plan for their retirement by analyzing their current financial situation and creating a strategy to achieve their retirement goals.
- Tax Planning – The firm works with clients to minimize their tax liability and maximize their after-tax returns.
- Estate Planning – H. L. Lichstrahl & Company, LLC provides guidance on creating an estate plan to ensure clients’ assets are protected and distributed according to their wishes.
Client Types
H. L. Lichstrahl & Company, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm’s services cater to clients with varying levels of wealth and financial goals. Whether a client is just starting to build their wealth or is a high net worth individual, the firm has the expertise and resources to meet their needs.
Fees & Compensation
H. L. Lichstrahl & Company, LLC operates on a fee-based structure, which means the firm charges a flat fee or a percentage of assets under management for their services. This fee structure ensures that the firm’s interests are aligned with those of their clients, as they only earn more when their clients’ assets grow. The firm is committed to transparent communication and will discuss all fees and compensation with clients before any services are rendered.
Background
H. L. Lichstrahl & Company, LLC was founded by H. L. Lichstrahl, an experienced financial advisor with over 30 years of experience in the industry. Lichstrahl has assembled a team of highly skilled and knowledgeable financial experts to offer clients the best possible guidance and services. The firm’s success can be attributed to its commitment to professionalism, integrity, and personalized service.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any disclosures or conflicts of interest that may arise. H. L. Lichstrahl & Company, LLC discloses all potential conflicts of interest and fees to clients before any services are rendered. The firm is also committed to continually monitoring and addressing any potential conflicts to ensure the best interests of their clients are always the top priority.