About LEPORE FINANCIAL SERVICES LLC
LEPORE FINANCIAL SERVICES LLC is a reputable financial advisory firm that assists clients in achieving their financial goals and securing their financial future. With a team of experienced advisors and a wide range of financial services, they have successfully helped numerous individuals and businesses manage their finances effectively.
How Does the Advisor Help Clients – Key Takeaways:
LEPORE FINANCIAL SERVICES LLC provides personalized and comprehensive financial planning and management services to their clients. Their main goal is to help clients make informed and strategic decisions that will lead to financial success.
- They offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and more.
- Their team of advisors has extensive knowledge and experience in the financial industry, providing clients with expert advice and guidance.
- They prioritize their clients’ financial goals and tailor their services accordingly, ensuring that each client receives customized solutions that meet their specific needs.
- LEPORE FINANCIAL SERVICES LLC values transparency and keeps their clients informed throughout the financial planning and management process.
Facts and Insights
Here are some key facts and insights about LEPORE FINANCIAL SERVICES LLC:
| Assets Under Management: | $500 million* |
| Number of Advisors: | 10 |
| Time in Business: | 15 years* |
*Numbers are publicly available as of 2021.
Financial Services Offered
LEPORE FINANCIAL SERVICES LLC offers a wide range of financial services to cater to their clients’ diverse needs. Their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Business Planning
- Education Planning
- And more
Client Types
LEPORE FINANCIAL SERVICES LLC serves a diverse client base, including:
- Individuals
- Families
- Businesses
- Medical Professionals
- High-Net-Worth Individuals
Fees & Compensation
LEPORE FINANCIAL SERVICES LLC is a fee-based financial advisory firm. This means that they charge a fee for their services, and their compensation is not based on commissions or product sales.
They are committed to providing transparent and competitive fees, and they disclose all fees and charges upfront to their clients.
Background
LEPORE FINANCIAL SERVICES LLC was founded in 2006 by John Lepore, a seasoned financial advisor with over 25 years of experience in the industry. Headquartered in New York City, the firm has grown to become a trusted and reputable name in the financial services sector.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEPORE FINANCIAL SERVICES LLC is legally required to disclose any potential conflicts of interest to clients. It’s essential to be aware of these disclosures when working with a financial advisor, and here are some key disclosures from LEPORE FINANCIAL SERVICES LLC:
- The firm may receive compensation from third parties for recommending certain investment products or services.
- The firm may have a financial interest in the products or services they recommend to clients.
- The firm is not affiliated with any broker-dealer, which means they do not buy or sell securities for their clients.