How does the advisor help clients – Key Takeaways:
- Lamonge Capital Management, LLC is a trusted financial advisor that provides expert guidance and advice to its clients.
- The firm aims to help clients achieve their financial goals and build long-term wealth through personalized strategies and investment solutions.
- By analyzing market trends and evaluating various investment options, the advisor helps clients make informed decisions and manage their portfolios effectively.
- Lamonge Capital Management, LLC believes in building strong relationships with clients based on trust, transparency, and integrity.
Facts and Insights
Lamonge Capital Management, LLC was founded in 2009 by John Lamonge, a seasoned financial expert with over 20 years of experience in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-based advisor.
The advisor follows a disciplined and proactive approach towards managing clients’ portfolios, constantly monitoring and adjusting investments to align with their financial goals and risk tolerance. This strategy has helped the firm consistently achieve positive results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
The following table displays the current assets under management (AUM), number of advisors, and number of years in business for Lamonge Capital Management, LLC.
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 12 years |
Financial Services Offered
Lamonge Capital Management, LLC offers a range of financial services to its clients, including portfolio management, retirement planning, tax planning, and estate planning. The firm also provides advice on insurance and college savings plans.
Each financial plan is tailored to the individual needs and goals of the client, taking into account their risk tolerance, time horizon, and financial objectives.
Client Types
The advisor works with a diverse range of clients, including individuals and families, high net worth individuals, and small business owners. Lamonge Capital Management, LLC also serves corporate retirement plans and foundations.
The firm values each client and strives to provide personalized and comprehensive services that meet their unique financial needs.
Fees & Compensation
Lamonge Capital Management, LLC operates as a fee-based advisor, meaning they charge a percentage of the client’s AUM as their advisory fee. The fee structure may vary depending on the services and investment products selected by the client.
The advisor believes in complete transparency and ensures that clients receive a clear breakdown of all fees and expenses associated with their financial plan.
Background
John Lamonge, the founder of Lamonge Capital Management, LLC, holds a Bachelor’s degree in Finance and an MBA in Investment Management. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®).
With his extensive knowledge and experience, John leads a team of highly qualified advisors who are committed to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, Lamonge Capital Management, LLC is required to disclose any potential or existing conflicts of interest to clients. The advisor believes in full transparency and ensures that clients are aware of any conflicts that may arise in the course of their business relationship.