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How does the advisor help clients – Key Takeaways:
LGT Capital Partners (USA) Inc. is a leading financial advisor serving clients in the United States. With a team of experienced professionals and a strong track record, LGT Capital Partners is dedicated to helping clients achieve their financial goals through tailored and personalized advice.
Some key takeaways about how LGT Capital Partners helps clients include:
- Provides comprehensive financial services tailored to each client’s unique needs.
- Offers a wide range of investment options to help clients grow and protect their wealth.
- Utilizes a holistic approach that takes into account each client’s risk tolerance, time horizon, and financial goals.
- Has a team of experts with diverse backgrounds and specialties to provide well-rounded advice.
Facts and Insights
LGT Capital Partners (USA) Inc. was founded in 2002 and is headquartered in New York City. The firm is a subsidiary of LGT Private Banking, which was founded in 1920 and is based in Liechtenstein.
As of December 31, 2020, LGT Capital Partners (USA) Inc. had over $10 billion in assets under management. The firm has approximately 200 advisors serving clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion (as of 12/31/2020) | Approximately 200 | Founded in 2002 |
Financial Services Offered
LGT Capital Partners (USA) Inc. offers a wide range of financial services to help clients grow and protect their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer
Client Types
LGT Capital Partners (USA) Inc. serves a diverse range of clients, including individuals, families, and institutions. The firm’s clients come from all walks of life and have different financial goals and needs. LGT Capital Partners is committed to providing personalized and tailored advice to each client, regardless of their background or net worth.
Fees & Compensation
LGT Capital Partners (USA) Inc. is a fee-only advisor, meaning the firm only charges fees for its services and does not earn commissions from the sale of financial products. This fee structure ensures that the firm’s advisors have no conflicts of interest and are focused solely on their clients’ best interests. The firm’s fees are based on a percentage of assets under management and may vary depending on the level of services provided.
Background
LGT Capital Partners (USA) Inc. is a subsidiary of LGT Private Banking, a leading international private banking and asset management group. The firm is dedicated to providing clients with professional and transparent advice based on its long-term experience and comprehensive know-how in the financial markets.
Financial Advisor Disclosures to Know
LGT Capital Partners (USA) Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in its clients’ best interests and to always provide full and fair disclosure of all material facts. The firm’s advisors are also required to disclose any potential conflicts of interest to clients.