How does the advisor help clients – Key Takeaways:
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC is a financial firm that provides expert guidance and services to their clients. They have a professional team dedicated to helping clients achieve their financial goals and make the best decisions for their wealth management.
Facts and Insights
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC was founded in 2013 and is headquartered in New York City. They are a registered investment advisory firm with the Securities and Exchange Commission and currently have $1.8 billion in assets under management.
Their team consists of experienced advisors who have an average of 20 years of industry experience. They have a wide range of expertise in areas such as asset allocation, risk management, and portfolio management, making them well-equipped to handle any financial situation their clients may face.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.8 billion | 15 | 8 years |
Financial Services Offered
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC offers a wide range of financial services to their clients. They provide comprehensive wealth management services, including portfolio management, financial planning, retirement planning, and estate planning. They also offer alternative investment strategies, such as private equity and hedge funds, for clients seeking diversification in their portfolios.
Client Types
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC serves a diverse group of clients, including high-net-worth individuals, families, and institutions. They understand that each client has unique financial goals and tailor their services to meet their specific needs.
Fees & Compensation
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients’ and ensures that they are focused on helping their clients’ investments grow.
Background
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC was founded by Christine Leperecq and Thierry de Neufilze, who combined their expertise and years of experience in the financial industry to create a firm that provides exceptional wealth management services. Their team of advisors is dedicated to building long-term relationships with their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC has a clean disciplinary record and no regulatory or legal actions have been brought against the firm or its advisors. They prioritize transparency and ensure that their clients are well-informed about their investments and any potential risks.