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How does the advisor help clients – Key Takeaways:
LATHROP INVESTMENT MANAGEMENT CORP provides financial expertise and guidance to their clients. Through their personalized approach and extensive experience in the industry, they strive to help clients achieve their financial goals and secure their future.
Facts and Insights
LATHROP INVESTMENT MANAGEMENT CORP has been in the financial industry for over 20 years, serving clients with their expertise and knowledge. The firm is headquartered in New York City and has a team of dedicated and experienced advisors.
As a financial advisor, LATHROP INVESTMENT MANAGEMENT CORP understands the importance of staying up-to-date with the latest market trends and technologies. This allows them to provide their clients with sound financial advice and strategies tailored to their individual needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
LATHROP INVESTMENT MANAGEMENT CORP offers a wide range of financial services to their clients including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
Client Types
The firm caters to a diverse group of clients, including high net worth individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
LATHROP INVESTMENT MANAGEMENT CORP follows a fee-based compensation structure, meaning that their fees are based on a percentage of the client’s assets under management. This ensures that their interests are aligned with their clients and they are motivated to help them grow their wealth.
Background
LATHROP INVESTMENT MANAGEMENT CORP was founded by John Lathrop, who has over 30 years of experience in the financial industry. He has assembled a team of highly qualified and experienced advisors who share his vision and commitment to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to understand their background and any potential conflicts of interest. LATHROP INVESTMENT MANAGEMENT CORP discloses all necessary information on their Form ADV, which can be found on the SEC’s website. It is strongly recommended that clients review this document before making any important financial decisions with the firm.