How does the advisor help clients – Key Takeaways:
LEMLEY YARLING MANAGEMENT CO. is a financial management company that prides itself on providing expert financial services to its clients. With a team of experienced advisors, they are able to offer a wide range of services to help clients achieve their financial goals.
Facts and Insights:
Below are some key facts and insights about LEMLEY YARLING MANAGEMENT CO.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 10 years |
These numbers show that LEMLEY YARLING MANAGEMENT CO. has a strong track record of success and a solid team to support their clients.
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation:
LEMLEY YARLING MANAGEMENT CO. operates on a fee-only basis, which means they do not receive commissions for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients.
Background:
LEMLEY YARLING MANAGEMENT CO. was founded 10 years ago by John Lemley and Sarah Yarling, both of whom have extensive experience in the financial industry. Their mission is to provide personalized and comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know:
It’s important for clients to be aware of any disclosures that may affect their relationship with their financial advisor. At LEMLEY YARLING MANAGEMENT CO., our advisors have a clean record with no disclosures of any kind.