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How does the advisor help clients – Key Takeaways:
LAMED WEALTH is a financial advising firm that provides expert guidance and services to clients in need of financial planning. They are dedicated to helping their clients achieve financial success through a personalized and comprehensive approach.
Facts and Insights
With a team of experienced advisors and a proven track record of success, LAMED WEALTH is a top choice for individuals and businesses looking for financial guidance. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LAMED WEALTH offers a wide range of financial services to meet the diverse needs of their clients. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
LAMED WEALTH serves a variety of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, ensuring that they receive the best possible advice and guidance.
Fees & Compensation
LAMED WEALTH operates on a fee-only basis, meaning that they do not receive any commissions or compensation from third parties. This allows their advisors to provide unbiased and objective advice to their clients. Fees are determined based on the services provided and are transparently laid out for clients.
Background
LAMED WEALTH was founded 15 years ago by a team of experienced and knowledgeable financial advisors. They have a strong focus on building long-term relationships with their clients, and have a commitment to always acting in the best interests of their clients.
Financial Advisor Disclosures to Know
As a responsible and ethical firm, LAMED WEALTH believes in transparency and open communication with their clients. Here are some important disclosures to know about the firm:
- Their advisors abide by a strict Code of Ethics and participate in ongoing education and training
- They have a fiduciary duty to act in the best interests of their clients at all times
- They have no record of disciplinary actions or sanctions
- Their advisors do not have any conflicts of interest