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How does the advisor help clients – Key Takeaways:
LISCH INVESTMENT MANAGEMENT LLC provides clients with expert financial advice and services.
The firm specializes in creating customized investment strategies based on each client’s unique financial goals and risk tolerance.
Through in-depth analysis and research, the advisors at LISCH INVESTMENT MANAGEMENT LLC help clients make informed decisions to grow and protect their wealth.
Facts and Insights
Founded in 1998, LISCH INVESTMENT MANAGEMENT LLC has over 20 years of experience in the financial industry.
The firm is registered with the U.S. Securities and Exchange Commission (SEC) and operates as a fee-only advisor.
As a fee-only advisor, LISCH INVESTMENT MANAGEMENT LLC is committed to providing unbiased and objective recommendations to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1998 | 5 | $100 million |
| 1999 | 7 | $150 million |
| 2000 | 10 | $200 million |
Financial Services Offered
LISCH INVESTMENT MANAGEMENT LLC offers a wide range of financial services, including:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Risk management
- Education funding
Client Types
LISCH INVESTMENT MANAGEMENT LLC serves a diverse client base, including:
- Individuals
- High-net-worth individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
LISCH INVESTMENT MANAGEMENT LLC operates on a fee-only basis, meaning that clients only pay a set fee for the services they receive.
Fees are determined based on the complexity of each client’s financial situation and are fully disclosed upfront.
There are no commissions or hidden fees, ensuring that the advisors at LISCH INVESTMENT MANAGEMENT LLC are always working in the best interest of their clients.
Background
The founder and CEO of LISCH INVESTMENT MANAGEMENT LLC, John Lisch, has over 30 years of experience in the financial industry.
He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration (MBA).
In addition to being a Registered Investment Advisor (RIA), John Lisch is also a CFP® professional and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, LISCH INVESTMENT MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions.
According to the SEC, LISCH INVESTMENT MANAGEMENT LLC has no disclosures or disciplinary actions against them.