How does the advisor help clients – Key Takeaways:
Limerston Capital LLP is a leading financial advisory firm with a team of experienced professionals who offer a wide range of services to help clients achieve their financial goals. Through personalized and comprehensive strategies, the firm assists clients in making informed decisions and maximizing their wealth potential. Here are some key takeaways on how Limerston Capital LLP helps its clients:
- Offers personalized and comprehensive financial strategies
- Provides guidance and support for informed decision making
- Assists in maximizing wealth potential
- Delivers exceptional customer service
Facts and Insights:
Limerston Capital LLP was founded in 2001 and has since become a trusted partner for clients seeking financial guidance. With a focus on long-term growth and success, the firm has established a strong reputation in the industry. Here are some facts and insights about Limerston Capital LLP:
- Founded in 2001
- Established a strong reputation in the industry
- Puts emphasis on long-term growth and success
- Experienced team of professionals
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 15 |
| 2019 | $450 | 14 |
| 2018 | $400 | 12 |
Limerston Capital LLP has consistently shown growth in their assets under management and the number of advisors on their team. This is a testament to their success in helping clients achieve their financial goals. With a strong and experienced team, the firm has been able to maintain a steady pace of growth since its inception.
Financial Services Offered:
Limerston Capital LLP offers a wide range of financial services to cater to the various needs of their clients. With a focus on personalized strategies, the firm designs solutions tailored to the specific goals and objectives of each client. Here are some of the financial services offered by Limerston Capital LLP:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Services
Client Types:
Limerston Capital LLP serves a diverse range of clients, from individuals and families to businesses and institutions. The firm’s services are designed to meet the unique needs of each client, regardless of their background or financial goals. Here are some of the types of clients that Limerston Capital LLP works with:
- Individuals and families
- Business owners
- Wealthy individuals
- Institutions
Fees & Compensation:
Limerston Capital LLP believes in transparency and strives to provide its clients with a clear understanding of their fees and compensation structure. The firm’s fees are based on a percentage of assets under management, with a tiered fee schedule that decreases as assets increase. Limerston Capital LLP does not receive any commissions or compensation from third party investments, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
Limerston Capital LLP was founded in 2001 by a team of experienced financial professionals who shared a vision of providing personalized and comprehensive financial services to clients. The firm has since grown into a respected and reputable firm in the industry, known for its exceptional customer service and focus on long-term success.
Financial Advisor Disclosures to Know:
As a registered investment advisor with the Securities and Exchange Commission (SEC),