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About LEDGERPLUS FINANCIAL SERVICES LLC
LEDGERPLUS FINANCIAL SERVICES LLC is a reputable financial advisory firm that provides expert advice to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, LEDGERPLUS is dedicated to helping its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Creates customized strategies based on clients’ unique needs and goals
- Offers a wide range of financial services to meet various needs
- Has a team of experienced and knowledgeable advisors to guide clients through their financial journey
Facts and Insights
In order to provide transparent and accurate information, here are some key facts and insights about LEDGERPLUS FINANCIAL SERVICES LLC:
- Assets Under Management: As of December 2020, LEDGERPLUS managed approximately $500 million in assets.
- Number of Advisors: LEDGERPLUS has a team of 10 dedicated advisors who are experienced in various aspects of financial planning and management.
- Time in Business: LEDGERPLUS has been in business for over 15 years, establishing a strong reputation and track record in the financial industry.
Financial Services Offered
LEDGERPLUS FINANCIAL SERVICES LLC offers a comprehensive range of financial services to meet the various needs of its clients. Some of the key services offered include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
- And more…
Client Types
LEDGERPLUS works with a diverse range of clients, including individuals, families, and businesses. With a personalized approach, the firm tailors its services to meet the unique needs and goals of each client.
Fees & Compensation
LEDGERPLUS charges a fee for its services, which is based on a percentage of the assets under management. This means that the firm’s compensation is directly tied to the success of its clients’ investments. LEDGERPLUS believes in transparent and fair pricing and does not rely on commissions or third-party incentives.
Background
LEDGERPLUS FINANCIAL SERVICES LLC was founded in 2005 with a mission to provide expert financial advice to individuals, families, and businesses. Over the years, the firm has established a strong reputation for its personalized services and commitment to client success. LEDGERPLUS continues to grow and evolve, staying up-to-date with the ever-changing financial landscape to provide the best possible advice and strategies to its clients.
Financial Advisor Disclosures to Know
As a registered financial advisory firm, LEDGERPLUS has a fiduciary obligation to act in the best interests of its clients. This means that the firm must put its clients’ interests ahead of its own. Additionally, all of the firm’s advisors are required to abide by the SEC’s rules and regulations, ensuring that clients receive ethical and transparent services.