How does the advisor help clients – Key Takeaways:
Lander & Associates Inc. is a reputable financial firm that specializes in helping clients achieve their financial goals. With years of experience and a team of highly skilled and knowledgeable financial advisors, they provide personalized and comprehensive financial planning services to individuals and businesses.
Facts and Insights
As of 2020, Lander & Associates Inc. has $500 million in assets under management, with a team of 10 financial advisors who have an average of 15 years of experience in the industry. The firm has been in business for over 20 years, establishing a strong reputation for its financial expertise and client-centric approach.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Total Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|---|
| 2020 | $500 million | 10 | 20 |
| 2019 | $450 million | 8 | 19 |
| 2018 | $400 million | 6 | 18 |
Financial Services Offered
Lander & Associates Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of financial advisors creates customized financial plans tailored to each client’s specific needs and goals.
Client Types
Lander & Associates Inc. serves a diverse range of clients, including high net worth individuals, families, and businesses. They also work with clients from different industries such as healthcare, technology, and finance. The firm prides itself on providing personalized and high-quality financial services to all types of clients.
Fees & Compensation
As a fee-based firm, Lander & Associates Inc. charges clients a percentage of their assets under management as compensation. This ensures that the firm’s interests are aligned with their clients’ as they only profit when their clients’ investments grow. The firm also offers a transparent fee structure, and clients can expect to receive detailed reports on their fees and compensation.
Background
Lander & Associates Inc. was founded in 2000 by financial expert, John Lander. His vision was to create a firm that would provide individuals and businesses with comprehensive financial planning services under one roof. With his extensive experience and commitment to excellence, John has built Lander & Associates Inc. into a leading financial firm that continues to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
Lander & Associates Inc. has a clean record with no disciplinary actions or regulatory sanctions against them. The firm prioritizes transparency and ethical practices, and they comply with all industry regulations and guidelines. Clients can trust the firm and its advisors to always act in their best interests.