How does the advisor help clients – Key Takeaways:
Ledyard Capital is a leading financial advisory firm that provides expert guidance to individuals and businesses in managing their finances. With a team of experienced advisors and a vast range of financial services, LEDYARD CAPITAL is dedicated to helping clients achieve their financial goals and secure their future.
Some key takeaways about how LEDYARD CAPITAL helps its clients include:
- Expertise: The advisors at LEDYARD CAPITAL have in-depth knowledge and experience in the financial industry, making them well-equipped to handle all types of financial situations and provide tailored solutions.
- Comprehensive Approach: LEDYARD CAPITAL takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation to create a customized plan that works for them.
- Client Education: The advisors at LEDYARD CAPITAL understand the importance of educating clients about their finances, and they actively involve their clients in the decision-making process to ensure they understand and feel confident about their financial strategies.
Facts and Insights
For individuals and businesses looking for a reputable and reliable financial advisor, LEDYARD CAPITAL offers a range of facts and insights that showcase their expertise and success in the financial industry.
Some of these include:
- Over $1 billion in assets under management
- More than 50 experienced advisors
- Over 20 years in business
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 50+ | 20+ years |
Financial Services Offered
LEDYARD CAPITAL offers a comprehensive range of financial services to help clients achieve their financial goals and secure their future. Some of these services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Business succession planning
Client Types
LEDYARD CAPITAL caters to a diverse range of clients, including individuals, families, and businesses of all sizes. Their expertise and tailored approach allow them to effectively serve clients from all backgrounds and financial situations.
Fees & Compensation
At LEDYARD CAPITAL, the fees and compensation structure is transparent and aligned with the clients’ best interests. They charge a fee based on a percentage of assets under management, so their success is directly tied to their clients’ success.
Background
Founded in 1990, LEDYARD CAPITAL has established itself as a leading financial advisory firm in the industry. With a team of experienced advisors and a dedication to providing personalized and expert financial guidance, LEDYARD CAPITAL has helped countless individuals and businesses achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know
Before engaging with a financial advisor, it is essential for clients to be aware of any potential conflicts of interest or disclosures the advisor may have. At LEDYARD CAPITAL, they are committed to transparency and have disclosed the following information:
- The firm acts as a fiduciary, always putting clients’ best interests first.
- Some advisors at LEDYARD CAPITAL may also have affiliations or relationships with other financial institutions, but these do not impact their advice to clients.
- LEDYARD CAPITAL has a strict code of ethics to ensure all advisors act with integrity and professionalism.
- Clients can access all disclosures and potential conflicts of interest on LEDYARD CAPITAL’s website or by requesting them from their advisor.