How does the advisor help clients – Key Takeaways:
LAFFER TENGLER INVESTMENTS, INC. is a financial advisory firm that offers a range of services to help clients meet their financial goals. Their mission is to provide expert financial advice and personalized solutions to individuals, families, and businesses. Their team of experienced advisors work closely with clients to understand their unique needs and develop customized strategies to help them achieve their financial objectives.
Facts and Insights
LAFFER TENGLER INVESTMENTS, INC. was founded in 1997 and has been in business for over 23 years. The firm is headquartered in New York and currently has over 50 advisors. With a strong track record of success, the firm has helped thousands of clients reach their financial goals through their comprehensive and personalized approach.
In addition to being experts in financial planning and investment management, the advisors at LAFFER TENGLER INVESTMENTS, INC. also specialize in wealth preservation, retirement planning, and estate planning. They are committed to staying abreast of the latest industry trends and using cutting-edge technology to provide the best possible service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 23 years |
Financial Services Offered
LAFFER TENGLER INVESTMENTS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Wealth preservation
- Retirement planning
- Estate planning
Their team of advisors works closely with clients to understand their unique needs and develop customized strategies to help them achieve their financial objectives. They provide regular reviews and updates to ensure that their clients’ financial plans are always aligned with their current situation and goals.
Client Types
LAFFER TENGLER INVESTMENTS, INC. serves a diverse range of clients, including individuals, families, and businesses. Whether you are looking to plan for your retirement, grow your wealth, or preserve your assets, their team of experienced advisors can provide the guidance and support you need to reach your financial goals.
Fees & Compensation
LAFFER TENGLER INVESTMENTS, INC. operates on a fee-only basis, which means they do not earn commissions on any products or services they recommend. This aligns their interests with those of their clients and ensures that they provide unbiased and objective advice.
They charge a percentage of assets under management, which is the most common fee structure in the industry. This fee is typically between 1-2% of the total assets under management. Their fees may vary depending on the complexity and size of the client’s portfolio, but they are always transparent about their fees and do not charge any hidden costs.
Background
LAFFER TENGLER INVESTMENTS, INC. was founded by renowned financial experts, Dr. Arthur B. Laffer and Craig Scherer Tengler. With decades of experience in the financial industry, they have built a team that is committed to providing top-notch financial advice and solutions to help clients achieve their long-term financial goals.
Financial Advisor Disclosures to Know
LAFFER TENGLER INVESTMENTS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in their clients’ best interests and always put their clients’ needs ahead of their own.
The firm has a clean record with no disciplinary actions or sanctions. They are committed to maintaining the highest ethical standards and providing transparent and unbiased advice to their clients.