How does the advisor help clients – Key Takeaways:
LETTIN WEALTH MANAGEMENT GROUP, INC. is a leading financial advisory firm that specializes in providing high-quality wealth management services to a wide range of clients. Their team of experienced advisors are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized and comprehensive financial plans.
By utilizing a holistic approach to financial planning, LETTIN WEALTH MANAGEMENT GROUP, INC. is able to address all aspects of their clients’ financial lives, including investments, retirement planning, estate planning, tax strategies, and risk management. This allows their clients to have a well-rounded and comprehensive plan that is tailored to their unique needs and goals.
Some key takeaways from LETTIN WEALTH MANAGEMENT GROUP, INC.’s services include:
- Expert financial advice from experienced and knowledgeable advisors
- Personalized and customized financial plans based on individual needs and goals
- A holistic approach to financial planning that addresses all aspects of a client’s financial life
- Comprehensive services including investment management, retirement planning, estate planning, tax strategies, and risk management
- A commitment to ongoing education and staying up-to-date on the latest market trends and financial strategies
Facts and Insights
Established in 2005, LETTIN WEALTH MANAGEMENT GROUP, INC. has been providing top-notch financial services to their clients for over 15 years. Their team has decades of combined experience in the financial industry, making them well-equipped to handle any financial situation that their clients may face.
The firm has over $500 million in assets under management (AUM) and employs a team of 10 advisors who are all registered with the Securities and Exchange Commission (SEC). This demonstrates their strong commitment to regulatory compliance and upholding the highest standards of professional conduct.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
LETTIN WEALTH MANAGEMENT GROUP, INC. offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Risk management
Their team of experienced advisors will work closely with each client to develop a customized plan that takes into account their unique financial situation and goals. They also stay up-to-date on the latest market trends and investment strategies to ensure their clients’ portfolios are always optimized for growth.
Client Types
LETTIN WEALTH MANAGEMENT GROUP, INC. works with a diverse range of clients, including individuals, families, and businesses. They are committed to helping each client achieve their specific financial goals and provide personalized services tailored to each client’s needs.
Their clients include:
- High net worth individuals
- Retirees
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
LETTIN WEALTH MANAGEMENT GROUP, INC. operates on a fee-only structure, which means that they do not earn commissions or incentives for selling certain financial products to their clients. This ensures that their advice is always unbiased and in the client’s best interest.
The firm charges a percentage of AUM as their annual fee, which is typically around 1% for clients with larger portfolios. They also offer customized pricing for clients with smaller portfolios or unique financial needs.
Background
Founded by John Lettin, LETTIN WEALTH MANAGEMENT GROUP, INC. has grown to become one of the most trusted and respected financial advisory firms in the industry. John has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP®) professional.
LETTIN WEALTH MANAGEMENT GROUP, INC. prides itself on their client-centered approach and commitment to always putting their clients’ needs first. They