How does LEEDOM ASSET MANAGEMENT, INC. help clients?
LEEDOM ASSET MANAGEMENT, INC. is a premier financial management firm that has been providing top-notch services to clients for several years. The firm has a team of experienced and knowledgeable advisors who act as financial experts for their clients. They offer personalized and comprehensive solutions to help clients achieve their financial goals.
Facts and Insights
LEEDOM ASSET MANAGEMENT, INC. has been in business for over 10 years and has built a strong reputation in the financial industry. The firm currently has 30 advisors who are committed to providing exceptional services to their clients. These advisors have collectively managed assets worth $500 million for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Firm | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| LEEDOM ASSET MANAGEMENT, INC. | $500 million | 30 | Over 10 years |
Financial Services Offered
LEEDOM ASSET MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The team at LEEDOM ASSET MANAGEMENT, INC. uses their expertise and experience to create customized solutions that are tailored to each client’s unique financial situation.
Client Types
LEEDOM ASSET MANAGEMENT, INC. caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. Their team of advisors understands that each client has different financial goals and objectives, and they work closely with them to develop a plan that meets their specific needs.
Fees & Compensation
LEEDOM ASSET MANAGEMENT, INC. believes in full transparency and follows a fee-for-service structure. They do not earn commissions or receive compensation from third-party providers, ensuring that their clients’ best interests are always the top priority. The firm is committed to providing fair and competitive fees for their services and works closely with their clients to ensure they understand the costs involved.
Background
LEEDOM ASSET MANAGEMENT, INC. was founded by John Leedom, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and leads a team of dedicated and experienced advisors. The firm is headquartered in New York City and has expanded to serve clients across the country.
Financial Advisor Disclosures to Know
Prior to working with a financial advisor, it is essential to understand any disclosures that may impact their services and recommendations. LEEDOM ASSET MANAGEMENT, INC. is a Registered Investment Advisor (RIA) and is required to disclose any potential conflicts of interest. Clients can review these disclosures through the firm’s Form ADV, available on the Securities and Exchange Commission (SEC) website.