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LADD CAPITAL MANAGEMENT LLC: A Trusted Partner in Financial Management
LADD CAPITAL MANAGEMENT LLC is a leading financial management firm that has been helping clients reach their financial goals for over 15 years. The company prides itself on its team of experienced and knowledgeable advisors who provide personalized and comprehensive services to their clients.
How does the advisor help clients – Key Takeaways:
- LADD CAPITAL MANAGEMENT LLC offers personalized and comprehensive financial management services.
- The company has a team of experienced and knowledgeable advisors who work closely with clients to achieve their financial goals.
- They provide expert advice and guidance on various financial strategies, including investment management, retirement planning, and risk management.
- LADD CAPITAL MANAGEMENT LLC prioritizes client satisfaction and aims to build long-term partnerships with their clients.
Facts and Insights
Here are some interesting facts and insights about LADD CAPITAL MANAGEMENT LLC:
- The firm was founded in 2005 by CEO and Chief Investment Officer, John Ladd.
- As of 2021, LADD CAPITAL MANAGEMENT LLC manages over $500 million in assets.
- The company has a team of 8 advisors, each with an average of 20 years of experience in the financial industry.
- LADD CAPITAL MANAGEMENT LLC is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor.
- The firm has consistently been recognized as one of the top financial management firms in the country, receiving awards such as “Top 100 Advisor Firms” by Financial Advisor Magazine.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Assets Under Management: | $500 million+ |
| Number of Advisors: | 8 |
| Experience: | Average of 20 years per advisor |
Financial Services Offered
LADD CAPITAL MANAGEMENT LLC offers a wide range of financial services to its clients. These include:
- Investment management
- Estate and trust planning
- Retirement planning
- Tax planning
- Risk management
- Education funding
- Cash flow management
- Debt management
- Business succession planning
- Charitable giving
Client Types
LADD CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including individuals, families, trusts, and businesses. The company’s personalized approach and comprehensive services make it a trusted partner for clients of all backgrounds and financial goals.
Fees & Compensation
LADD CAPITAL MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive commissions for recommending or selling financial products. The company’s fees are based on a percentage of the assets they manage for their clients, ensuring that their interests are aligned with their clients’ success.
Background
John Ladd, CEO and Chief Investment Officer of LADD CAPITAL MANAGEMENT LLC, has been in the financial industry for over 30 years. He holds a Bachelor of Science in Economics from the University of Oregon and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, LADD CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest to their clients. The company’s advisors have a fiduciary duty to act in the best interests of their clients and to fully disclose any conflicts or fees associated with their services.
At LADD CAPITAL MANAGEMENT LLC, clients can trust their advisors to provide expert and unbiased financial guidance to help them achieve their