Facts and Insights
How does the advisor help clients – Key Takeaways:
LEGATUM SERVICES LLC is a leading financial advisory firm that specializes in providing expert financial advice and services to clients. With a team of experienced and knowledgeable advisors, LEGATUM SERVICES LLC helps clients achieve their financial goals and make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered:
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Insurance Services
Client Types:
LEGATUM SERVICES LLC caters to a wide range of clients including high net worth individuals, families, small business owners, and corporate executives. The firm also caters to institutional clients such as pension plans, endowments, and foundations.
Fees & Compensation:
LEGATUM SERVICES LLC follows a fee-based compensation structure, which means that the firm charges a fee for the services provided based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. The firm does not earn any commissions or referral fees for recommending specific investment products.
Background:
LEGATUM SERVICES LLC was founded in 2010 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm has grown to become one of the most respected financial advisory firms in the country, known for its personalized and comprehensive approach to managing clients’ portfolios.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LEGATUM SERVICES LLC has a fiduciary duty to act in the best interests of their clients. The firm takes this responsibility seriously and makes all necessary disclosures to ensure transparency with their clients. This includes disclosing any potential conflicts of interest and providing full transparency on fees and compensation.