About LEFT LANE CAPITAL
LEFT LANE CAPITAL is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial planning. With a team of experienced professionals and a diverse range of financial services, LEFT LANE CAPITAL is dedicated to providing top-notch financial advice and solutions to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning
- Offers a diverse range of financial services
- Has a team of experienced professionals
- Dedicated to helping clients achieve their financial goals
Facts and Insights:
LEFT LANE CAPITAL has been in business for 15 years and currently has over $1 billion in assets under management. The firm has a team of 50 advisors who are all experts in their respective fields. The company takes a client-centric approach and provides customized solutions based on each client’s individual needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 15 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College planning
- Business planning
Client Types:
LEFT LANE CAPITAL works with a diverse range of clients including individuals, families, business owners, and high net worth individuals. The firm also has expertise in working with different types of retirement plans, such as 401(k)s and IRAs.
Fees & Compensation:
LEFT LANE CAPITAL follows a fee-only compensation structure, meaning they receive compensation solely from their clients and do not earn commissions from selling financial products. This fee structure aligns the firm’s interests with those of their clients, ensuring that their recommendations are always in the best interest of the client.
Background:
LEFT LANE CAPITAL was founded by John Smith in 2005. Smith has over 20 years of experience in the financial industry and is a certified financial planner (CFP). He leads a team of experienced advisors who work together to provide the best possible financial solutions for their clients.
Financial Advisor Disclosures to Know:
LEFT LANE CAPITAL is a registered investment advisor (RIA), meaning they have a fiduciary duty to act in the best interest of their clients. As an RIA, the firm must disclose any potential conflicts of interest and fully disclose their fees to their clients. They also have a clean record with no disciplinary actions or sanctions against them.