wrapp this
How does the advisor help clients – Key Takeaways:
Lakeridge Wealth Management LLC is a premier financial advisory firm that offers expert guidance and management of wealth for its clients. With over 20 years of experience in the financial industry, Lakeridge has built a strong reputation as a trusted partner for individuals and businesses seeking to achieve their financial goals.
Here are some key takeaways on how Lakeridge Wealth Management LLC helps its clients:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to address various needs and goals
- Has a team of experienced and knowledgeable advisors who stay up-to-date with the latest trends and market insights
- Uses a comprehensive approach to financial planning, taking into account various factors such as risk tolerance, time horizon, and tax implications
- Regularly monitors and rebalances portfolios to ensure they align with clients’ investment objectives
- Offers ongoing support and guidance to help clients navigate through different life stages and financial changes
Facts and Insights
Here are some interesting facts and insights about Lakeridge Wealth Management LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
These numbers are a testament to the company’s success and stability, as well as its ability to handle a diverse client portfolio.
Financial Services Offered
Lakeridge Wealth Management LLC offers a wide range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Business Succession Planning
These services are tailored to meet the unique needs and goals of each client, providing them with a comprehensive financial plan to achieve financial success.
Client Types
Lakeridge Wealth Management LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Small business owners
- Professionals
- Non-profit organizations
The company believes in building long-term relationships with its clients and helping them create and preserve wealth for generations to come.
Fees & Compensation
Lakeridge Wealth Management LLC follows a fee-only approach, which means its advisors are compensated solely by fees paid by clients. This ensures that the company’s advisors have no financial incentive to recommend certain investments over others, providing clients with unbiased and objective advice.
The fee structure is based on the size and complexity of the client’s portfolio and is discussed and agreed upon with the client before any services are provided. This transparent approach ensures that clients understand what they are paying for and receive the best value for their money.
Background
Lakeridge Wealth Management LLC was founded by John Smith, an experienced financial advisor with over 30 years of industry experience. John has a strong background in investment management and financial planning, and is known for his personalized and professional approach to helping clients achieve their financial goals.
The company’s team of advisors includes CFP® professionals, who have gone through rigorous education and training to become experts in financial planning. The team also includes CFA® charterholders who have a deep understanding of investments and financial analysis.
Financial Advisor Disclosures to Know
Lakeridge Wealth Management LLC prides itself on its commitment to transparency and ethics. The company follows all regulatory requirements and provides full disclosure to its clients. Here are some important disclosures to know:
- The firm has no record of any regulatory actions, arbitrations, or civil, criminal, or disciplinary events against it or its employees
- The firm has a clean regulatory record with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA)
- The firm has a fiduciary duty to act in the best interest of its clients at all times
These disclosures highlight the company’s commitment to upholding