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How does the advisor help clients – Key Takeaways:
Ladewig Investment Management, LLC is known for its expertise in financial management and providing tailored solutions to its clients. The firm uses a comprehensive approach and a deep understanding of the financial market to help clients achieve their personal and professional goals.
- The firm takes pride in its conservative, long-term investment philosophy to help clients build and maintain a strong financial foundation.
- Ladewig Investment Management, LLC offers personalized financial plans and closely monitors clients’ investments to ensure their portfolio remains aligned with their goals.
- The firm focuses on building long-term relationships with clients and provides ongoing support and guidance throughout their financial journey.
Facts and Insights:
Founded in 2005, Ladewig Investment Management, LLC is registered under the Securities and Exchange Commission (SEC) as an independent investment advisor. The firm operates from its headquarters in New York and serves clients nationwide.
The team at Ladewig Investment Management, LLC has over 50 years of combined experience in financial management and wealth building. The firm’s advisors stay up-to-date with the latest market trends and use their extensive knowledge to help clients make informed decisions about their money.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving planning
Client Types:
Ladewig Investment Management, LLC caters to a diverse range of clients, including individuals, families, small business owners, and institutions. The firm works with clients at various stages of their financial journey, from those just starting to build wealth to those looking for ways to preserve and transfer their assets to future generations.
Fees & Compensation:
Ladewig Investment Management, LLC operates on a fee-only basis, which means its only source of compensation is the fees paid by clients for its services. The firm believes this fee structure aligns interests and ensures unbiased advice and recommendations. All fees are discussed and agreed upon with clients before any services are provided.
Background:
Ladewig Investment Management, LLC was founded by John Ladewig, a seasoned financial expert with over 25 years of experience in the industry. He started the firm with the vision of providing customized financial solutions and building lasting relationships with clients. Over the years, the firm has expanded its team and services but maintained its core values of integrity, transparency, and client-centric approach.
Financial Advisor Disclosures to Know:
Ladewig Investment Management, LLC and its advisors have a clean record with the SEC and have not faced any disciplinary actions or sanctions. The firm values compliance with regulations and ethical codes and takes all necessary steps to ensure its operations are in accordance with industry standards.