How does the advisor help clients – Key Takeaways:
LAMOND CAPITAL PARTNERS LLC is a reputable financial firm that provides expert advice and guidance to help clients achieve their financial goals. The firm offers a wide range of financial services, including portfolio management, retirement planning, and wealth management, to individuals, families, and businesses. With a strong track record of success and a commitment to providing personalized solutions, LAMOND CAPITAL PARTNERS LLC is a trusted partner for clients seeking financial stability and growth.
Facts and Insights
As of September 2021, LAMOND CAPITAL PARTNERS LLC has $500 million in assets under management and has been in business for over 10 years. The firm prides itself on its experienced team of advisors who have an average of 15 years of industry experience. This expertise allows them to provide valuable insights and informed recommendations to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 15 |
| 2020 | $450 million | 12 |
| 2019 | $400 million | 10 |
Financial Services Offered
LAMOND CAPITAL PARTNERS LLC offers a comprehensive range of financial services, including:
- Portfolio management
- Retirement planning
- Estate planning
- Wealth management
- Tax planning
- Investment advisory services
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
- Retirees
- Young professionals
Fees & Compensation
LAMOND CAPITAL PARTNERS LLC operates on a fee-only structure, meaning it receives compensation solely from client fees and does not earn commissions from the sale of financial products. This aligns the firm’s interests with its clients’ and ensures unbiased advice. The fee structure is based on a percentage of the assets under management, providing transparency and aligning the firm’s success with its clients’ success.
Background
LAMOND CAPITAL PARTNERS LLC was founded in 2010 by John Lamond, a seasoned financial advisor with over 25 years of experience in the industry. Since its inception, the firm has grown to serve a wide range of clients and has earned a reputation for its personalized approach and successful investment strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, LAMOND CAPITAL PARTNERS LLC is required to disclose any potential conflicts of interest or disciplinary actions. As of September 2021, the firm has a clean regulatory record with no reported disciplinary actions.