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About LAKE JERICHO, LLC
Lake Jericho, LLC is a trusted financial advisory firm that offers personalized and comprehensive financial planning services to clients. With a team of experienced and knowledgeable advisors, Lake Jericho, LLC helps clients navigate the complexities of the financial world and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers expert advice and guidance to navigate the complexities of the financial world
- Assists clients in achieving their financial goals
Facts and Insights:
Founded in 2005, Lake Jericho, LLC has been in the financial advisory business for over 15 years. Their team of advisors has a wealth of knowledge and experience, making them experts in their field. They are committed to staying updated on the latest financial trends and strategies in order to provide the best possible advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
Client Types:
Lake Jericho, LLC works with a diverse range of clients, including individuals, families, and small business owners. They are committed to providing personalized and tailored financial solutions to meet the unique needs of each client.
Fees & Compensation:
Lake Jericho, LLC operates on a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management. This ensures that the advisors’ interests are aligned with that of the client, as their compensation is directly linked to the performance of the client’s investments.
Background:
Lake Jericho, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial industry. He has built a team of talented advisors who share his passion for helping clients achieve financial success. Lake Jericho, LLC is registered with the SEC and operates as a Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know:
As a registered RIA, Lake Jericho, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a clean disciplinary record and are committed to maintaining transparency and honesty in all of their client relationships.