Lets0n Investment Management, Inc.
Letson Investment Management, Inc. is a leading financial advisory firm that specializes in providing tailored investment solutions to clients. With a team of experienced financial experts, they help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment advice based on individual financial goals and risk tolerance
- Designs and manages investment portfolios to maximize returns and minimize risk
- Educates clients on various investment options and strategies
- Regularly reviews and adjusts portfolios to ensure they align with clients’ changing financial needs
- Offers comprehensive financial planning services
Facts and Insights
Letson Investment Management, Inc. has been in business for over 20 years, serving a diverse clientele across the United States. They have over $500 million in Assets Under Management (AUM) and a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Education planning
Client Types:
- Individuals
- High net-worth individuals
- Business owners
- Retirees
- Families
- Trusts
Fees & Compensation:
Letson Investment Management, Inc. charges a percentage of AUM, ranging from 0.5% to 2.5%, as their annual management fee. Fees may vary based on the complexity of the portfolio and services provided. They do not receive commissions for recommending specific investments, ensuring their advice is unbiased and in the best interest of the client.
Background:
The founder and CEO of Letson Investment Management, Inc., John Letson, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), and has been recognized by Barron’s as one of the top financial advisors in the country for multiple years.
Financial Advisor Disclosures to Know:
Letson Investment Management, Inc. follows the fiduciary standard, meaning they are legally and ethically obligated to always act in the best interest of their clients. They have a clean record with no disciplinary actions or regulatory sanctions. They also have a transparent fee structure, ensuring clients are fully aware of all fees and potential conflicts of interest.