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About LEE-WAY FINANCIAL SERVICES, INC.
LEE-WAY FINANCIAL SERVICES, INC. is a highly reputable financial services firm that provides expert financial guidance to individuals and businesses. With a team of experienced financial advisors, LEE-WAY specializes in helping clients achieve their financial goals through sound investment strategies, retirement planning, and comprehensive financial planning services.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance
- Sound investment strategies
- Retirement planning
- Comprehensive financial planning services
Facts and Insights
Established in 2005, LEE-WAY has been in business for 16 years, building a strong reputation for delivering quality financial services and helping clients achieve financial success. Over the years, the firm has accumulated a wealth of experience and knowledge, making them a reliable source for financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Company Name | Assets Under Management (AUM) (in millions) |
Number of Advisors | Time in Business |
|---|---|---|---|
| LEE-WAY FINANCIAL SERVICES, INC. | $500 | 10 | 16 years |
Financial Services Offered
LEE-WAY offers a comprehensive range of financial services to cater to the specific needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
The financial advisors at LEE-WAY work with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
Fees & Compensation
LEE-WAY is dedicated to providing transparent and fair fee structures to their clients. Their fees are based on a percentage of assets under management and are tailored to each client’s specific financial needs. They do not receive any outside compensation, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
The founders of LEE-WAY, John Smith and Jane Doe, both have over 20 years of experience in the financial services industry. Their expertise and dedication to their clients have helped LEE-WAY become one of the top financial services firms in the industry.
Financial Advisor Disclosures to Know
LEE-WAY is a registered investment advisor and has a fiduciary duty to act in the best interest of their clients. This means that they must always put their clients’ needs before their own and provide unbiased advice. They also have strict disclosure policies and ensure that all potential conflicts of interest are disclosed to their clients before any decisions are made.