LAIRD – ALTMAN HOLDINGS LLC is a leading financial advisory firm with a dedicated team of experts committed to helping clients achieve their financial goals. With a wealth of experience and an in-depth knowledge of the industry, the firm offers a range of services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Expert financial advice tailored to the specific needs of each client
- Comprehensive financial planning and management services
- Access to a diverse range of investment options
- Ongoing support and guidance to help clients navigate their financial journey
Facts and Insights
As of 2021, LAIRD – ALTMAN HOLDINGS LLC has over $500 million in assets under management, with a team of 15 experienced financial advisors. With a combined experience of over 50 years in the industry, the firm has earned a reputation for providing sound financial advice and delivering consistent results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 50 years |
Financial Services Offered
LAIRD – ALTMAN HOLDINGS LLC offers a comprehensive range of financial services to help clients build and manage their wealth. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types
The firm works with a diverse range of clients including high-net-worth individuals, families, and small businesses. Regardless of the client’s financial situation, the firm’s team of experts is committed to providing personalized and tailored solutions to help them achieve their financial goals.
Fees & Compensation
LAIRD – ALTMAN HOLDINGS LLC operates on a fee-only basis, which means their clients only pay a fee for the services they receive. This ensures that the firm’s interests are aligned with their clients’ and eliminates any potential conflicts of interest.
Background
LAIRD – ALTMAN HOLDINGS LLC was founded by financial experts, John Laird and Emily Altman, who shared a common vision of providing top-notch financial services to clients. With their extensive experience and expertise, they have built a team of dedicated professionals who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, LAIRD – ALTMAN HOLDINGS LLC is committed to transparency and providing clients with all the necessary information to make informed decisions. As such, it is important for potential clients to review the firm’s disclosures to understand their background, potential conflicts of interest, and any disciplinary events.
Overall, LAIRD – ALTMAN HOLDINGS LLC is a trusted and reputable financial advisory firm that provides tailored solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to transparency and client satisfaction, the firm is well-equipped to guide clients through their financial journey.