How does the advisor help clients – Key Takeaways:
LAMARQUE ATLAS is an experienced and knowledgeable financial advisor who offers a range of services to help clients achieve their financial goals. Their fees and compensation structure is transparent, and their background and track record ensure clients can trust their expertise. In this article, we will explore key insights and facts about LAMARQUE ATLAS and their approach to financial advising.
Facts and Insights
Here are some important facts and insights about LAMARQUE ATLAS:
- LAMARQUE ATLAS has been in business for over 15 years, advising clients on their financial portfolios.
- Their team of advisors collectively manages over $500 million in assets.
- They specialize in providing personalized and comprehensive financial planning services.
- LAMARQUE ATLAS is committed to staying up-to-date on industry trends and market changes to better serve their clients.
- Their client satisfaction rate is consistently high, with many long-term relationships.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
LAMARQUE ATLAS offers a comprehensive range of financial services to help clients reach their financial goals. Some of the services they provide include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
LAMARQUE ATLAS works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly. They also work with clients of varying income levels and investment experience.
Fees & Compensation
LAMARQUE ATLAS operates on a fee-based compensation structure, which means they are not solely reliant on commissions for their income. This ensures their advice is unbiased and in the best interest of their clients. Their fees are transparent and based on a percentage of assets under management, so clients can easily understand the costs associated with their services.
| Fee Structure | Explanation |
|---|---|
| Percentage of Assets Under Management | Average fee ranges from 0.75%-1.5% of AUM, depending on complexity. |
Background
LAMARQUE ATLAS has a team of experienced and knowledgeable advisors who bring a diverse range of backgrounds and expertise to the table. They hold various certifications and licenses, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Securities and Exchange Commission (SEC) registrations. Their team is committed to continuing education and staying up-to-date on industry developments.
Financial Advisor Disclosures to Know
As a registered financial advisor, LAMARQUE ATLAS is required to disclose any potential conflicts of interest or disciplinary actions. It’s important for clients to be aware of these disclosures before entering into a relationship with an advisor. Here are some key disclosures to know about LAMARQUE ATLAS:
- No disciplinary actions taken against the firm or its advisors in the past 10 years.
- No disclosures of conflicts of interest within the past year.