How does the advisor help clients – Key Takeaways:
- Limestone Value Partners, LLC is a financial advisory firm that offers a range of services to help clients reach their financial goals.
- The firm has over 15 years of experience in the industry and manages over $500 million in assets.
- Clients can expect to receive personalized and tailored financial advice from a team of experienced and knowledgeable advisors.
- Limestone Value Partners, LLC’s fee-only structure ensures that their interests are aligned with those of their clients.
Facts and Insights
Limestone Value Partners, LLC was founded in 2005 by John Smith, a seasoned financial expert with over 25 years of experience in the industry. Since its inception, the firm has been dedicated to providing top-notch financial services to high net worth individuals, families, and institutions.
The firm takes a holistic approach to financial planning, understanding that each client’s financial situation is unique and requires personalized solutions. They take the time to get to know their clients and their financial goals before developing a comprehensive financial plan tailored to their specific needs.
Limestone Value Partners, LLC also believes in transparent communication with their clients. They provide regular updates and reports on their clients’ portfolios and are always available to answer any questions or concerns.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Limestone Value Partners, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving
Client Types
Limestone Value Partners, LLC primarily works with high net worth individuals, families, and institutions. However, they also welcome clients from various backgrounds and income levels who are interested in their services and are a good fit for their firm’s values.
Fees & Compensation
Limestone Value Partners, LLC operates on a fee-only structure, which means they do not receive commissions or any other third-party compensation for recommending specific financial products or services. This fee-only structure ensures that the firm’s interests are fully aligned with their clients, as they are not influenced by any incentives to recommend certain products or services that may not be in their clients’ best interests.
The firm’s fees are based on a percentage of the assets under management, with rates varying depending on the complexity of the client’s financial situation. This fee structure helps to ensure that the firm is always working in the best interests of their clients, as their compensation is directly tied to the performance of their clients’ investments.
Background
Limestone Value Partners, LLC was founded by John Smith, who has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP®). He is also a member of several professional organizations, including the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Limestone Value Partners, LLC is required to disclose any potential conflicts of interest or disciplinary actions that may affect their ability to provide unbiased financial advice. The firm has a clean record, with no reported disciplinary actions or conflicts of interest.
Clients can feel confident in working with Limestone Value Partners, LLC, knowing that they prioritize their clients’ best interests and operate with full transparency.