“How does LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES help clients – Key Takeaways:
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is a trusted financial expert that provides personalized financial and economic advisory services to clients. With years of experience and a team of knowledgeable advisors, LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is committed to helping clients achieve their financial goals and making sound financial decisions.
Facts and Insights
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is dedicated to staying up-to-date with the latest financial trends and insights. With a deep understanding of economic and market conditions, the team at LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is able to provide valuable advice and guidance to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES offers a wide range of financial services, including but not limited to:
- Investment portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES caters to a diverse range of clients including:
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
- And more
Fees & Compensation
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES operates on a fee-only basis, meaning that they do not receive any commissions or compensation from third-party products or services. This ensures that their advice is unbiased and solely in the best interest of their clients.
Background
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES was founded in 2000 by John Lehrer, a seasoned financial advisor with over 30 years of experience in the industry. With a team of highly qualified advisors, LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES has built a strong reputation for providing top-notch financial advisory services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is required to adhere to strict regulations and disclosures. These may include any potential conflicts of interest, disciplinary actions, or fees and compensation details. Clients can access this information on the SEC’s Investment Adviser Public Disclosure website.