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How does the advisor help clients – Key Takeaways:
Lakewood Hughes, LLC offers a range of financial services to help clients achieve their financial goals. They have a team of experienced advisors who provide personalized and holistic financial planning and investment management services tailored to each client’s unique needs and risk tolerance. With a strong focus on client education and communication, Lakewood Hughes, LLC strives to empower their clients to make informed financial decisions and stay on track towards financial success.
Facts and Insights:
Founded in 2001, Lakewood Hughes, LLC has been in the financial services industry for over 20 years. According to publicly available data, they currently manage $500 million in assets and have a team of 15 advisors. The firm primarily serves individual clients, as well as some institutional clients and high net worth individuals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 15 |
Financial Services Offered:
The team at Lakewood Hughes, LLC offers a comprehensive range of financial services, including:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance services
Client Types:
Lakewood Hughes, LLC primarily serves individual clients, including high net worth individuals, families, and retirees. They also work with some institutional clients, such as small businesses and non-profit organizations.
Fees & Compensation:
Lakewood Hughes, LLC operates on a fee-only model, which means they do not earn commissions from selling products or receiving referral fees. Instead, they charge a percentage of assets under management for investment management services and a fixed or hourly fee for financial planning services. This fee structure ensures that their interests are aligned with their clients’ and eliminates potential conflicts of interest.
Background:
Lakewood Hughes, LLC was founded in 2001 by financial experts with a passion for providing personalized and transparent financial advice to clients. Over the years, the firm has grown to become a reputable and trusted financial advisor, known for its dedication to client education and communication.
Financial Advisor Disclosures to Know:
As a financial expert, Lakewood Hughes, LLC is committed to transparency and providing clients with all necessary disclosures. Their team members hold various industry certifications and may have affiliations with other firms or receive compensation from third parties. Clients can find detailed information about these affiliations and compensation arrangements in the firm’s Form ADV, which is available upon request.