How does the advisor help clients – Key Takeaways:
LAKELAND INVESTMENT ADVISORS, LLC provides comprehensive financial services to individuals and businesses alike, with a focus on building long-term relationships and personalized strategies. The advisor aims to help clients achieve their financial goals through proper planning and strategic investment decisions.
- LAKELAND INVESTMENT ADVISORS, LLC acts as a financial expert and offers personalized solutions to help clients achieve their financial goals.
- The advisor adopts a long-term approach and builds strong relationships with clients to better understand their needs and tailor financial strategies accordingly.
- LAKELAND INVESTMENT ADVISORS, LLC provides comprehensive financial planning, investment management, and retirement planning services.
Facts and Insights
Founded in 2005, LAKELAND INVESTMENT ADVISORS, LLC has a solid track record of helping clients navigate the complexities of the financial world and make informed investment decisions. As a fiduciary advisor, the firm puts the best interest of clients first and adheres to the highest ethical standards.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
Financial Services Offered
LAKELAND INVESTMENT ADVISORS, LLC offers a wide range of financial services to help clients reach their financial goals. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
LAKELAND INVESTMENT ADVISORS, LLC serves a diverse group of clients, including:
- Individuals/families
- High net-worth individuals
- Businesses
- Non-profits
Fees & Compensation
LAKELAND INVESTMENT ADVISORS, LLC is a fee-only advisor, meaning the firm only charges a percentage of assets under management and does not receive any commissions or other forms of compensation.
Background
LAKELAND INVESTMENT ADVISORS, LLC is headquartered in Detroit, Michigan and has a team of experienced financial advisors with diverse backgrounds and expertise. The firm is committed to staying up-to-date with the latest trends and developments in the financial industry to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LAKELAND INVESTMENT ADVISORS, LLC has a fiduciary duty to act in the best interest of clients. This means the firm must disclose any potential conflicts of interest and always prioritize clients’ needs. The firm also adheres to all regulatory guidelines and regularly reviews and updates their policies and procedures.