How does the advisor help clients – Key Takeaways:
LINDISFARNE INVESTMENTS, LLC is a financial advisory firm that specializes in providing expert financial guidance and assistance to clients. They help clients achieve their financial goals and secure their financial future through a comprehensive range of financial services and strategies. Their approach is personalized and tailored to each individual client’s unique needs and objectives.
Facts and Insights
Founded in 2005, LINDISFARNE INVESTMENTS, LLC has over 15 years of experience in the financial industry. The firm is located in New York City and serves clients nationwide. They have a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch, personalized service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
LINDISFARNE INVESTMENTS, LLC currently manages over $500 million in assets and has a team of 25 advisors. With over 15 years in business, they have a proven track record of success and expertise in providing financial guidance and management.
Financial Services Offered
LINDISFARNE INVESTMENTS, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning. They also provide guidance on college planning, philanthropic giving, and business planning.
Client Types
The firm serves a diverse range of clients, including individuals, families, business owners, and institutions. They have the knowledge and experience to cater to the unique needs and requirements of different types of clients, and they pride themselves on providing personalized service to each and every one of their clients.
Fees & Compensation
LINDISFARNE INVESTMENTS, LLC operates on a fee-only basis, meaning they do not earn commissions on investment products or services. Instead, they charge a flat fee or a percentage of assets under management, depending on the services provided. This fee structure ensures that their interests are aligned with their clients’ and eliminates the potential for conflicts of interest.
Background
The founders of LINDISFARNE INVESTMENTS, LLC have over 30 years of combined experience in the financial industry. They have built a team of highly qualified and experienced advisors who are dedicated to providing personalized, expert financial guidance to their clients. The firm has a strong commitment to ethics and transparency, and they strive to build long-lasting relationships with their clients based on trust and communication.
Financial Advisor Disclosures to Know
LINDISFARNE INVESTMENTS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. They are also required to disclose any potential conflicts of interest and any disciplinary actions taken against them.