About LBMC INVESTMENT ADVISORS, LLC
Located in Nashville, Tennessee, LBMC INVESTMENT ADVISORS, LLC (LBMCIA) is a recognized leader in the financial services industry, offering a wide range of investment services to help clients achieve their financial goals. With a team of experienced financial advisors and advanced technology, LBMCIA is dedicated to providing clients with unparalleled guidance and support.
How does the advisor help clients – Key Takeaways:
LBMCIA prides itself on being a trusted financial expert for its clients, offering comprehensive financial planning, investment management, and retirement planning services. The firm works closely with clients to understand their unique financial needs and then develops personalized strategies to help them reach their goals. Some key benefits of working with LBMCIA include:
- Access to a team of experienced financial advisors
- Customized financial plans tailored to clients’ individual goals
- Advanced investment management tools and strategies
- Proactive communication and ongoing support
Facts and Insights
LBMCIA has been in business for over 20 years and has amassed an impressive track record of success. As of 2020, the firm has over $4 billion in assets under management, making it one of the largest investment advisors in the Southeast. With a team of over 50 advisors, LBMCIA is able to provide clients with a high level of personalized attention and support.
Assets Under Management, Number of Advisors and Time in Business:
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| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1997 | 50+ | $4+ billion |
Financial Services Offered
LBMCIA offers a comprehensive range of financial services to help clients navigate all aspects of their financial lives. These services include:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
LBMCIA serves a diverse range of clients, including individuals, families, businesses, and institutional investors. The firm specializes in working with high-net-worth individuals and families, providing customized solutions to help them preserve and grow their wealth. LBMCIA also works with businesses of all sizes, providing retirement planning and investment management services for their employees.
Fees & Compensation
LBMCIA is committed to transparency and believes in providing clients with a clear understanding of their fees and compensation structure. The firm primarily charges a percentage of assets under management as its fee, with rates varying depending on the specific services provided. LBMCIA does not receive any commissions or third-party payments, ensuring that their clients’ best interests are always the top priority.
Background
LBMCIA was founded in 1997 by a group of experienced CPAs and investment advisors who wanted to provide clients with a more comprehensive approach to financial planning. Over the years, the firm has expanded its services, team, and reach, becoming a trusted partner for clients across the country. LBMCIA is also committed to giving back to the community, supporting various charitable causes and organizations.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or client complaints. LBMCIA has a clean record, with no disciplinary actions or legal disclosures to report. The firm is also a registered investment advisor, meaning it is held to a fiduciary standard and must always act in the best interests of its clients.
In conclusion, LBMCIA is a reputable and established financial advisor that has helped countless clients achieve their financial goals over the years. With a team of experienced advisors, a diverse range of services, and a commitment to transparency and client satisfaction, LBMCIA is well-equipped to guide clients through every stage of their financial journey.