How does the advisor help clients – Key Takeaways:
LASURE CAPITAL MANAGEMENT is a leading financial advisory firm that helps clients navigate the complex world of finance. They provide expert guidance and personalized solutions to help clients achieve their financial goals. The following are key takeaways of how the advisor can help clients:
- Expertise in financial management and wealth building
- Customized solutions based on client’s individual needs and goals
- Comprehensive analysis of client’s financial situation
- Ongoing monitoring and management of investments
- Proactive communication and education for clients
Facts and Insights
LASURE CAPITAL MANAGEMENT has been in the financial advisory business for over 20 years, serving a wide range of clients from various backgrounds. They have a proven track record of success and have built a strong reputation in the industry. Here are some facts and insights about the firm:
- Assets Under Management: Over $1 billion
- Number of Advisors: 50+
- Time in Business: 20+ years
These numbers demonstrate the firm’s extensive experience and ability to handle a large portfolio of clients.
Financial Services Offered
LASURE CAPITAL MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
The firm has a team of highly qualified and knowledgeable advisors who specialize in each area of financial planning.
Client Types
The advisors at LASURE CAPITAL MANAGEMENT work with a variety of clients including:
- Individuals
- Families
- Business Owners
- Corporate Executives
- Non-Profit Organizations
They tailor their services to meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation
LASURE CAPITAL MANAGEMENT operates on a fee-based structure, which means their compensation is derived from a percentage of the assets they manage for clients. This ensures that their interests are aligned with those of their clients, as their success is directly tied to the success of their clients’ investments.
Background
The founder and CEO of LASURE CAPITAL MANAGEMENT, John Lasure, has over 30 years of experience in the financial industry. He holds a MBA in Finance and is a Certified Financial Planner (CFP). He has built a team of highly qualified and experienced advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
While LASURE CAPITAL MANAGEMENT strives to maintain transparency and honesty in all their dealings with clients, it is important for clients to be aware of the following disclosures:
- The firm may receive compensation from third parties for recommending certain investment products
- Advisors may also earn commissions from insurance products
- The firm may have conflicts of interest when investing in certain products
- Clients should carefully review all the fees and charges associated with their investments
The advisors at LASURE CAPITAL MANAGEMENT are committed to always act in the best interest of their clients and provide full disclosure of any potential conflicts of interest.