How does the advisor help clients – Key Takeaways:
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC is a financial advisory firm that specializes in providing expert financial guidance to clients. With a focus on long-term financial stability and growth, the advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC work with clients to create tailored financial plans and offer ongoing support and advice to help them achieve their financial goals.
Here are the key takeaways on how LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC helps their clients:
- Expert financial guidance: The advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC have years of experience and expertise in the financial industry, making them a trusted resource for clients seeking financial advice.
- Tailored financial plans: Every client has unique financial goals and needs. The advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC work closely with each client to create a customized financial plan that takes into account their specific financial situation and goals.
- Ongoing support and advice: The advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC provide ongoing support and guidance to help clients stay on track with their financial plans and adapt as their financial needs and goals change over time.
Facts and Insights
To better understand the expertise and services provided by LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC, here are some insightful facts and figures:
- Founded in 2001
- Average client account size of $500,000
- Over 50 years of combined experience among advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management and portfolio optimization
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance analysis and risk management
- Educational planning
Client Types
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC works with a diverse range of clients including individuals, families, and small business owners. Regardless of their background or financial needs, the advisors at LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC are committed to providing each client with personalized and attentive service to help them achieve their financial goals.
Fees & Compensation
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC operates as a fee-only financial advisory firm, meaning they do not receive commissions or compensation based on the sale of financial products. This eliminates potential conflicts of interest and allows the advisors to provide unbiased advice that is in the best interest of their clients.
Background
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC was founded in 2001 by three seasoned financial professionals – Maria Lehmann, Peter Livian, and David Fridson. The team has a combined 50 years of experience in the financial industry, and their expertise and commitment to client success have helped them build a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a financial expert, it is important to be transparent about any potential conflicts of interest or past incidents that may impact a client’s decision. Here are some disclosures to know about LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC:
- Registered with the Securities and Exchange Commission (SEC)
- Maintains a clean record with no disciplinary actions or complaints
In conclusion, LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC is a reputable financial advisory firm that offers expert guidance and