LEFILS WEALTH MANAGEMENT LLC – Your Trusted Financial Advisor
LEFILS WEALTH MANAGEMENT LLC is a leading financial advisory firm that focuses on helping individuals and families achieve their financial goals. With years of experience in the industry, LEFILS WEALTH MANAGEMENT LLC has established itself as a trusted and reliable expert in the field of wealth management.
How does the advisor help clients – Key Takeaways:
- Tailored financial planning to meet individual needs and goals
- Wide range of financial services offered
- Expertise in investment management
- Commitment to transparent and ethical practices
- A personalized approach to building long-term relationships with clients
Facts and Insights
As of December 2020, LEFILS WEALTH MANAGEMENT LLC manages over $50 million in assets under management. The firm has a team of experienced and qualified advisors who work closely with clients to develop customized financial plans that align with their unique goals and risk tolerance. With a comprehensive range of financial services, LEFILS WEALTH MANAGEMENT LLC helps clients achieve financial stability and success.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2018 | $30 million | 5 |
| 2019 | $40 million | 7 |
| 2020 | $50 million | 9 |
Financial Services Offered
LEFILS WEALTH MANAGEMENT LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Income planning
Client Types
LEFILS WEALTH MANAGEMENT LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial needs and goals, and it works closely with them to develop tailored financial plans to meet their specific requirements.
Fees & Compensation
LEFILS WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning that its compensation comes solely from the fees paid by clients. This ensures that the firm’s advisors are always acting in the best interest of their clients and are not influenced by commissions or sales quotas.
Background
LEFILS WEALTH MANAGEMENT LLC was founded in 2018 by financial expert John Lefils, who has over 15 years of experience in the industry. The firm is headquartered in New York City and has a team of dedicated and experienced advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
At LEFILS WEALTH MANAGEMENT LLC, transparency and ethical practices are of utmost importance. As such, the firm discloses all its fees and potential conflicts of interest to clients before they engage in any services. Moreover, the firm’s advisors are held to the highest ethical standards and must comply with all industry regulations and guidelines.