Facts and Insights:
LATERAL INVESTMENT MANAGEMENT, LLC has been providing financial management services since its establishment in 2005. The firm boasts a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. With a wide range of financial services offered, LATERAL INVESTMENT MANAGEMENT, LLC has become a trusted partner for individuals and businesses alike.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available data, LATERAL INVESTMENT MANAGEMENT, LLC has $500 million in assets under management (AUM). The firm currently has a team of 10 advisors, each with their own area of expertise. With over 15 years in the industry, LATERAL INVESTMENT MANAGEMENT, LLC has established a strong reputation for providing sound financial advice and personalized services to its clients.
Financial Services Offered:
LATERAL INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. Each service is tailored to the individual needs and goals of the client, ensuring a customized and comprehensive approach to financial management.
Client Types:
LATERAL INVESTMENT MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm’s team of advisors has the expertise to cater to the unique financial needs of each client, providing specialized services and guidance to help them achieve their financial objectives.
Fees & Compensation:
LATERAL INVESTMENT MANAGEMENT, LLC charges a fee-based structure, meaning advisors are compensated through fees paid by clients. This allows for a transparent and aligned relationship between the advisor and the client, as the advisor’s fees are directly tied to the performance of the client’s portfolio.
Background:
LATERAL INVESTMENT MANAGEMENT, LLC was founded by a team of financial experts who share a passion for helping clients achieve financial success. With over 15 years of experience in the industry, the firm’s advisors have a deep understanding of market trends, investment strategies, and financial planning techniques, making them a valuable resource for clients.
Financial Advisor Disclosures to Know:
LATERAL INVESTMENT MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest, disciplinary actions, and other relevant information to clients. Prospective clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.
How does the advisor help clients – Key Takeaways:
- Provides a wide range of financial services tailored to individual client needs and goals
- Serves a diverse range of clients, including individuals, families, high-net-worth individuals, and businesses
- Compensated through fees, ensuring a transparent and aligned relationship with clients
- Founded by a team of experienced financial experts with over 15 years of industry experience
- Registered investment advisor with the SEC and discloses all relevant information to clients