How does the advisor help clients – Key Takeaways:
Lee R. Robinson & Associates is a reputable financial advisory firm that specializes in providing expert advice and guidance to individuals, families, and businesses. With years of experience in the industry, the firm has gained a reputation for its wealth management services and financial expertise. Here are some key takeaways on how Lee R. Robinson & Associates helps its clients:
- Provides personalized and comprehensive financial planning to help clients achieve their financial goals
- Offers a wide range of financial services and solutions tailored to meet the unique needs of each client
- Utilizes a team-based approach to ensure clients receive the best advice and support from multiple financial experts
- Empowers clients with knowledge and resources to make informed financial decisions
- Focuses on building lasting relationships with clients based on trust, integrity, and transparency
Facts and Insights
Founded in 1992, Lee R. Robinson & Associates has over 28 years of experience in providing financial advisory services. The firm is headquartered in Pittsburgh, Pennsylvania, and has multiple offices located across the United States. As of 2020, the firm manages over $1.2 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.2 billion |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 28 years |
Financial Services Offered
Lee R. Robinson & Associates offers a wide range of financial services and solutions to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Wealth transfer and charitable giving strategies
- Business succession planning
Client Types
Lee R. Robinson & Associates serves a diverse range of clients including high-net-worth individuals, families, and businesses. The firm also caters to non-profit organizations and institutional clients. They have the expertise and resources to meet the unique needs and goals of each client.
Fees & Compensation
Lee R. Robinson & Associates operates on a fee-only model, meaning they do not receive any commissions or third-party payments for their services. This ensures that they act in their clients’ best interests and eliminate potential conflicts of interest. The firm’s fees are based on a percentage of the assets under management, and they are transparent and disclosed to clients.
Background
Lee R. Robinson, the founder of Lee R. Robinson & Associates, has over 40 years of experience in the financial industry. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and a Chartered Wealth Manager (CWM). He leads a team of experienced financial advisors and professionals who work together to provide the highest level of service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lee R. Robinson & Associates is required by law to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions reported in the past 10 years. They have also established strict compliance and ethics policies to ensure complete transparency and maintain their clients’ trust.