How does the advisor help clients – Key Takeaways:
Lager & Company, Inc. is a financial firm that takes a comprehensive approach to helping clients plan for their financial future. The firm’s team of experts offers a range of services and works closely with clients to develop personalized strategies that meet their unique needs and goals.
By partnering with Lager & Company, clients gain access to a deep pool of knowledge and experience in the financial industry. The firm’s advisors are dedicated to providing sound advice and guidance that helps clients make informed decisions about their money.
Facts and Insights
Founded in 2003, Lager & Company, Inc. has established itself as a trusted source for financial advice and services. The firm’s team of advisors has a combined experience of over 50 years in the industry.
Lager & Company has also gained recognition for its expert advisory services. The firm was named one of America’s Top Wealth Advisors by Forbes in 2019 and has received numerous other accolades throughout its years in business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of 2021) |
|---|---|
| Number of Advisors: | 8 |
| Time in Business: | 18 years (founded in 2003) |
Financial Services Offered
Lager & Company, Inc. offers a range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and risk management.
The firm’s advisors take a holistic approach to financial planning, considering all aspects of a client’s financial situation and creating a comprehensive strategy to help them achieve their goals.
Client Types
Lager & Company, Inc. works with a diverse group of clients, including individuals, families, and small business owners. The firm’s advisors have experience working with clients from all walks of life and understand the unique challenges and goals of each client type.
Fees & Compensation
Lager & Company, Inc. charges its clients a percentage of assets under management for its services. The specific fee amount varies based on the level of assets and services involved in each client’s financial plan.
The firm’s advisors are also committed to transparency when it comes to fees and compensation. They strive to provide clients with a clear understanding of what they can expect to pay and why.
Background
The founder of Lager & Company, Inc., John Lager, has over 30 years of experience in the financial industry. He holds multiple professional designations, including Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®).
The firm’s advisors also have an impressive educational background and hold various certifications and licenses in the financial field, ensuring they are equipped to provide top-notch service and advice to clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential disclosures or conflicts of interest. Lager & Company, Inc. prides itself on maintaining transparency with clients about any pertinent information that may affect their financial plan.
The firm’s advisors also adhere to a strict code of ethics and are committed to putting clients’ best interests first in all financial recommendations and decisions.