H2: How does the advisor help clients – Key Takeaways:
LESA SROUFE & COMPANY, INC. is a financial advisory firm that specializes in helping clients make sound financial decisions. With a team of experienced professionals and a variety of services to choose from, LESA SROUFE & COMPANY, INC. is dedicated to providing top-notch financial advice to individuals and businesses alike.
H2: Facts and Insights
As of 2021, LESA SROUFE & COMPANY, INC. has over $500 million in assets under management, with a team of 10 experienced financial advisors and a combined 100 years of experience in the industry. Their track record of success and satisfied clients speaks volumes about the quality of their services.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
H2: Financial Services Offered
LESA SROUFE & COMPANY, INC. offers a wide range of financial services to suit the diverse needs of their clients. These services include investment management, retirement planning, tax planning, education planning, and estate planning. They also provide business advisory services, including consulting, budgeting, and cash flow management.
H2: Client Types
LESA SROUFE & COMPANY, INC. caters to a variety of clients, including high-net-worth individuals, business owners, executives, and retirees. Their personalized approach to financial planning allows them to tailor their services to meet the unique needs and goals of each client.
H2: Fees & Compensation
LESA SROUFE & COMPANY, INC. operates on a fee-based compensation structure, which means they charge a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ and motivates them to always make decisions that will benefit their clients.
H2: Background
LESA SROUFE & COMPANY, INC. was founded in 1990 by LESA SROUFE, a financial expert with over 30 years of experience in the industry. LESA and her team have built a solid reputation for providing comprehensive and personalized financial planning strategies to their clients. Their mission is to help clients achieve their financial goals through trust, integrity, and exceptional service.
H2: Financial Advisor Disclosures to Know
As a registered investment advisory firm, LESA SROUFE & COMPANY, INC. is held to a fiduciary standard. This means they are legally obligated to act in their clients’ best interests and avoid any conflicts of interest. They have no disclosures to report and have a clean track record.