How does the advisor help clients – Key Takeaways:
LAWNDALE CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. They offer a wide range of financial services, cater to various client types, and have a team of experienced advisors who are committed to providing the best financial advice and guidance.
Facts and Insights:
Founded in 2005, LAWNDALE CAPITAL MANAGEMENT, LLC has been in business for over 15 years. They currently have $500 million in assets under management and a team of 10 experienced advisors.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2017 | $450 | 8 |
| 2018 | $475 | 9 |
| 2019 | $500 | 10 |
Financial Services Offered:
LAWNDALE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to individual and institutional clients. These services include:
- Investment management and consulting
- Wealth management and planning
- Estate planning
- Retirement planning
- Tax planning and preparation
They also offer personalized financial planning services to address any specific financial needs or goals of their clients.
Client Types:
LAWNDALE CAPITAL MANAGEMENT, LLC caters to a diverse client roster, including:
- High-net-worth individuals
- Retirees
- Business owners
- Couples and families
- Institutions such as non-profits, foundations, and pension plans
Fees & Compensation:
LAWNDALE CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of the client’s assets under management. The fee ranges from 1% to 2.5%, depending on the size of the portfolio. They also offer hourly or fixed-fee services for financial planning and consulting.
The firm believes in complete transparency when it comes to fees and compensation and provides clients with a detailed breakdown of all fees and charges.
Background:
LAWNDALE CAPITAL MANAGEMENT, LLC was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He holds several advanced degrees and certifications, including a CFA (Chartered Financial Analyst) and a CFP (Certified Financial Planner).
The firm prides itself on its client-centric approach and the expertise of its team, which includes a diverse range of professionals with extensive knowledge and experience in finance, tax, and estate planning.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LAWNDALE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have no reported disciplinary actions, and their advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
Clients can also access LAWNDALE CAPITAL MANAGEMENT, LLC’s Form ADV through the SEC’s website, which provides additional information about the firm and its advisors.