How does the advisor help clients – Key Takeaways:
Lansing Street Advisors provides comprehensive financial planning and investment management services to clients, utilizing a customized approach for each individual’s unique needs and goals.
Facts and Insights
Lansing Street Advisors was founded in 2002 and currently has 20 advisors managing $500 million in assets for over 500 clients. The firm primarily serves high-net-worth individuals and families, as well as small business owners and corporate executives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 17 years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
Client Types
Lansing Street Advisors serves a wide range of clients, including:
- High-net-worth individuals and families
- Small business owners
- Corporate executives
Fees & Compensation
Lansing Street Advisors charges a percentage of assets under management (AUM) fee, typically ranging from 1% to 2%, depending on the size of the client’s portfolio. The firm may also charge hourly or flat fees for specific financial planning services, such as tax planning or estate planning.
Background
Lansing Street Advisors was founded by John Lansing, a financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients across the United States.
Financial Advisor Disclosures to Know
Lansing Street Advisors is a fee-only firm, meaning they do not receive any commissions or other forms of compensation for recommending specific products or services to clients. This helps ensure that their advice is always in the best interest of the client and not influenced by their own financial gain.
The firm may also have a potential conflict of interest with clients who have investments or business relationships with certain companies that Lansing Street Advisors may recommend. However, the firm has a strict conflict of interest policy in place and communicates any potential conflicts with clients before making any recommendations.