How does the advisor help clients – Key Takeaways:
LGT Wealth Management US Limited provides comprehensive financial planning and investment management services to individuals and families. Their team of experienced advisors is dedicated to helping clients achieve their financial goals through customized solutions and personalized guidance.
Facts and Insights
As one of the leading financial advisory firms, LGT Wealth Management US Limited has a strong track record of success. Here are some key facts and insights about the company:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.2 billion | 20 | 25 years |
Financial Services Offered
LGT Wealth Management US Limited offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
Client Types
LGT Wealth Management US Limited serves a diverse client base, including:
- High Net Worth Individuals
- Families
- Retirees
- Business Owners
Fees & Compensation
LGT Wealth Management US Limited operates on a fee-only basis, meaning they do not earn commissions or compensation from any third-party products or services. This helps ensure that their advice is always unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, typically ranging from 1% to 2%.
Background
LGT Wealth Management US Limited is a subsidiary of LGT Group, a leading international private banking and asset management group. The firm was founded in 1996 and has since grown to become one of the most respected names in the financial advisory industry.
Financial Advisor Disclosures to Know
LGT Wealth Management US Limited is a registered investment advisor with the Securities and Exchange Commission (SEC), which requires them to follow certain regulations and provide disclosure documents to clients. These include Form ADV and the firm’s privacy policy. Clients should carefully review these documents before working with the firm to fully understand their rights and the services provided.