Financial Expert for LAKE WATER ADVISORY, LLC
Founded in 1999, LAKE WATER ADVISORY, LLC is a leading financial advisory firm that offers a wide range of services to help individuals, families, and businesses achieve their financial goals. The firm’s team of experienced advisors combines their expertise in financial planning, investment management, and wealth protection to provide tailored solutions to each client.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Offers wealth protection services to ensure financial security for clients.
- Uses a strategic approach to help clients achieve their short-term and long-term financial goals.
- Offers ongoing support and guidance to clients to help them make informed financial decisions.
Facts and Insights
LAKE WATER ADVISORY, LLC has over $2.5 billion in assets under management, making it one of the top advisory firms in the industry. With a team of 50 advisors, the firm caters to a diverse group of clients, including high net worth individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50 | Founded in 1999 |
Financial Services Offered
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
Client Types
LAKE WATER ADVISORY, LLC serves the following types of clients:
- High Net Worth Individuals
- Families
- Businesses
Fees & Compensation
LAKE WATER ADVISORY, LLC offers a fee-based compensation model, where clients pay a percentage of their assets under management as an advisory fee. This ensures that the firm’s interests are aligned with the clients’ best interests, as the advisors only earn more when the clients’ portfolios perform well.
Background
The team at LAKE WATER ADVISORY, LLC consists of highly qualified and experienced financial advisors, many of whom hold advanced degrees and certifications in financial planning and investment management. The firm’s dedication to providing top-notch financial services has earned them a reputation as one of the most trusted and reliable financial advisory firms in the industry.
Financial Advisor Disclosures to Know
- LAKE WATER ADVISORY, LLC has no legal or disciplinary actions on record.
- The firm does not have any disclosures related to bankruptcy or criminal activity.
- There have been no customer complaints or disputes involving the firm in the past three years.