How does the advisor help clients – Key Takeaways:
Landis Lawrence, a financial advisor with over 20 years of experience, provides clients with a wide range of financial services and expertise. He works diligently to offer personalized solutions for each client’s unique financial needs and goals. With a well-rounded background and extensive knowledge in the industry, Lawrence is equipped to guide his clients towards financial success and stability.
Facts and Insights
As of 2021, Landis Lawrence manages over $100 million in assets under management. He also works alongside a team of 5 other advisors at his firm, providing clients with a diverse range of expertise and perspectives. In his over 20 years of experience, Lawrence has helped numerous clients achieve their financial goals and build long-term wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 6 | 20+ years |
Financial Services Offered
Landis Lawrence has a wide range of services that he offers to his clients, including but not limited to:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
By providing a diverse range of services, Lawrence is able to assist his clients in all aspects of their financial lives and help them achieve their long-term goals.
Client Types
Landis Lawrence works with a variety of clients including individuals, families, and small business owners. He understands that each client has unique financial needs and goals and tailors his services to meet their specific requirements. By building strong relationships with his clients and understanding their financial objectives, Lawrence is able to provide personalized solutions that align with their individual circumstances.
Fees & Compensation
Landis Lawrence is a fee-based financial advisor, which means he charges a percentage of the assets he manages for his clients. This incentivizes him to help his clients grow their assets and achieve their financial goals. He is transparent about his fees and works with his clients to ensure they are comfortable with the payment structure.
Background
Landis Lawrence holds a Bachelor’s degree in Finance and has been a Registered Investment Advisor (RIA) since 1995. He has also been a Certified Financial Planner (CFP) since 2006, demonstrating his commitment to providing the highest level of financial expertise to his clients. Lawrence’s well-rounded education and experience allow him to navigate complex financial situations and provide his clients with valuable insights and strategies.
Financial Advisor Disclosures to Know
Client should be aware of potential conflicts of interest that may arise when working with any financial advisor. In accordance with industry regulations, Landis Lawrence discloses any potential conflicts of interest to his clients and works in their best interest at all times. He is dedicated to maintaining transparency and trust with his clients to ensure they are confident in their financial decisions.