as well.
How does the advisor help clients – Key Takeaways:
LEDERER & ASSOCIATES INVESTMENT COUNSEL is a trusted financial advisory firm that specializes in providing expert guidance and management of their clients’ investments. With a team of knowledgeable and experienced advisors, they offer a range of services to cater to the unique financial needs of their clients.
Facts and Insights
LEDERER & ASSOCIATES INVESTMENT COUNSEL was founded in 2005 and has since then established itself as a leading investment counsel firm. With a strong commitment to providing exceptional service and sound financial advice, they have built a solid reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
As of 2020, LEDERER & ASSOCIATES INVESTMENT COUNSEL has over $1.5 billion in assets under management and a team of 12 dedicated advisors. With over 15 years in business, they have helped numerous clients achieve their financial goals and secure their financial future.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $1.5 billion | 12 |
Financial Services Offered
LEDERER & ASSOCIATES INVESTMENT COUNSEL offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
LEDERER & ASSOCIATES INVESTMENT COUNSEL serves a diverse range of clients, from high net worth individuals to corporations and institutions. They work closely with each client to understand their unique financial needs and develop a personalized plan to help them achieve their financial goals.
Fees & Compensation
LEDERER & ASSOCIATES INVESTMENT COUNSEL is a fee-only firm, meaning they do not charge commissions or receive any form of compensation from third parties. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
The team at LEDERER & ASSOCIATES INVESTMENT COUNSEL brings a wealth of knowledge and experience to their clients. Led by founder and CEO, John Lederer, who has over 30 years of experience in the financial industry, they are committed to providing exceptional service and financial expertise to each of their clients.
Financial Advisor Disclosures to Know
As a trusted and transparent financial advisor, LEDERER & ASSOCIATES INVESTMENT COUNSEL believes in full disclosure of any potential conflicts of interest or material information that may impact their clients’ investments. They have a strict code of ethics and adhere to all laws and regulations to ensure the best interests of their clients are always at the forefront.
LEDERER & ASSOCIATES INVESTMENT COUNSEL is the go-to firm for individuals and organizations seeking expert financial guidance and management of their investments. With a solid track record and a strong focus on client satisfaction, they continue to be a top choice for those looking to secure their financial future.