How does the advisor help clients – Key Takeaways:
LEFEVRE & Associates provides comprehensive financial planning services to help clients achieve their financial goals and objectives. Their team of experienced advisors utilizes their knowledge and expertise to create customized financial plans for each individual client.
Facts and Insights:
LEFEVRE & Associates has been in business for over 20 years and has a team of 10 experienced financial advisors. They currently manage over $500 million in assets for their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
LEFEVRE & Associates works with a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth individuals and offer specialized services for this client segment.
Fees & Compensation:
LEFEVRE & Associates typically charges a percentage of assets under management as their primary form of compensation. They may also charge hourly or flat fees for specific services.
Background:
LEFEVRE & Associates was founded in 2000 by John Lefevre, a Certified Financial Planner (CFP). The firm is headquartered in New York City and has expanded to serve clients across the country.
Financial Advisor Disclosures to Know:
LEFEVRE & Associates adheres to all applicable laws and regulations and has a clean record with no disciplinary actions or sanctions. They are also transparent about any potential conflicts of interest and always act in the best interest of their clients.