How does the advisor help clients – Key Takeaways:
LEDERER & ASSOCIATES INVESTMENT COUNSEL is a trusted financial advisor firm that provides expert advice and guidance in managing clients’ investments. The firm does not claim to be a financial expert, but rather exudes professionalism and a comprehensive understanding of financial markets and strategies. Their services are tailored to meet their clients’ unique financial needs and goals.
Facts and Insights
LEDERER & ASSOCIATES INVESTMENT COUNSEL has been in business for over 15 years, building a strong reputation as a reputable and reliable investment counsel firm. With a team of experienced and highly qualified advisors, the firm has been able to consistently provide clients with valuable insights and advice on their investment portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LEDERER & ASSOCIATES INVESTMENT COUNSEL offers a wide range of financial services to their clients, including portfolio management, investment analysis, asset allocation, financial planning, and retirement planning. Their services are designed to help clients achieve their financial goals and secure their financial future.
Client Types
LEDERER & ASSOCIATES INVESTMENT COUNSEL caters to a diverse range of clients, including individuals, families, and businesses. Their extensive experience in the financial industry enables them to understand the unique needs of each client and provide tailored solutions to meet their specific goals and objectives.
Fees & Compensation
The firm’s fee structure is transparent, and clients are always informed about any fees and charges before entering into an agreement. They offer competitive and flexible fee options based on the size of the client’s portfolio and the services rendered. This ensures that clients receive value for their money and their investments are managed efficiently.
Background
LEDERER & ASSOCIATES INVESTMENT COUNSEL was founded by John Lederer, a seasoned financial advisor with over 20 years of experience in the industry. With an unwavering commitment to providing personalized and trustworthy financial advice, John and his team have helped numerous clients achieve their financial goals and attain financial stability.
Financial Advisor Disclosures to Know:
As a firm committed to transparency and ethical practices, LEDERER & ASSOCIATES INVESTMENT COUNSEL discloses any potential conflicts of interest to their clients. They firmly believe in acting in the best interest of their clients and prioritize their financial well-being above all else.