How does the advisor help clients – Key Takeaways:
LIONSIGHT CAPITAL, LLC acts as a trusted financial expert for its clients by providing personalized investment strategies to help achieve their financial goals. The firm offers a wide range of financial services and caters to various client types. With a strong background and a clean record of financial advisor disclosures, LIONSIGHT CAPITAL, LLC is a reliable partner for managing assets and helping clients secure their financial future.
Facts and Insights
Established in 2005, LIONSIGHT CAPITAL, LLC has been in the financial industry for 15 years, providing financial expertise and guidance to its clients. As of 2020, the firm manages over $500 million in assets under management, with a team of experienced and knowledgeable advisors. LIONSIGHT CAPITAL, LLC is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
LIONSIGHT CAPITAL, LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Education funding
Client Types
The firm serves a wide range of client types, including individuals, families, and businesses. LIONSIGHT CAPITAL, LLC also works with high-net-worth individuals, assisting them in managing their wealth and preserving it for future generations. Clients can expect individualized and tailored financial solutions from the firm to meet their specific needs and goals.
Fees & Compensation
LIONSIGHT CAPITAL, LLC operates as a fee-only advisor, which means it charges clients a percentage of their assets under management as a fee. This ensures that the firm’s interests are aligned with those of its clients, as the more the investments grow, the more compensation the firm earns. The firm has a transparent fee structure, and clients can expect to receive clear and concise explanations of their fees and any potential conflicts of interest.
Background
LIONSIGHT CAPITAL, LLC was founded with a mission to provide clients with unbiased and sound financial advice to achieve their financial goals. The firm’s advisors have a diverse background in the financial industry and possess significant experience, knowledge, and expertise in managing assets and navigating market trends. Clients can trust that their investments are in capable hands with LIONSIGHT CAPITAL, LLC.
Financial Advisor Disclosures to Know
LIONSIGHT CAPITAL, LLC has a clean record of financial advisor disclosures. These disclosures provide information about the firm’s operations and any potential conflicts of interest that may arise. Clients can access these disclosures through the SEC’s Investment Adviser Public Disclosure (IAPD) website or directly from the firm.