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How does the advisor help clients – Key Takeaways:
LITMAN GREGORY WEALTH MANAGEMENT, LLC provides expert financial advice to its clients. With a professional tone and unbiased approach, the firm offers a range of financial services to assist clients in achieving their financial goals.
Facts and Insights
LITMAN GREGORY WEALTH MANAGEMENT, LLC was founded in 1987 and has been in business for over 30 years. The firm has a team of skilled advisors who have a wealth of knowledge and experience in the financial industry. As of December 2020, the firm’s assets under management totaled $8.6 billion and it has 56 advisors on staff.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $8.6 billion | 56 | Over 30 years |
Financial Services Offered
LITMAN GREGORY WEALTH MANAGEMENT, LLC offers a variety of financial services to its clients, including investment management, financial planning, tax planning and preparation, estate planning, and retirement planning. The firm takes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation.
Client Types
The firm caters to a diverse range of clients, including individuals, families, trusts, estates, charitable organizations, and corporations. Its advisors have experience working with clients at different stages of life and with various financial needs.
Fees & Compensation
LITMAN GREGORY WEALTH MANAGEMENT, LLC operates as a fee-only advisor, meaning its advisors do not earn commissions from selling financial products. Instead, they are compensated through a percentage of assets under management and/or a fixed fee based on the services provided. This fee structure aligns the firm’s interests with its clients’ and ensures there are no conflicts of interest.
Background
LITMAN GREGORY WEALTH MANAGEMENT, LLC was founded by Ken Gregory, Craig Sutherland, and Jack L. Chee in 1987. The firm has earned a reputation for providing unbiased and objective financial advice to its clients. Its team of advisors is dedicated to delivering personalized and comprehensive financial solutions to meet each client’s unique needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, LITMAN GREGORY WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other financial companies or potential conflicts of interest with the investments recommended to clients.