How does the advisor help clients – Key Takeaways:
LK&A Investment Counsel is a reputable financial services firm that provides expert advice and guidance to clients on various financial matters. Through their personalized approach and comprehensive services, they help clients achieve their financial goals and secure their financial future.
Facts and Insights
LK&A Investment Counsel has a wealth of experience in the financial industry, with a team of highly qualified and knowledgeable advisors. They use their expertise and insights to develop customized strategies for each client, taking into account their unique financial needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With $500 million in assets under management, LK&A Investment Counsel is a well-established and successful firm. They have a team of 10 experienced advisors who have been in the business for 15 years, making them a trusted and reliable resource for their clients.
Financial Services Offered
LK&A Investment Counsel offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, financial planning, retirement planning, tax planning, and estate planning. They also provide guidance on insurance planning and college planning.
Client Types
LK&A Investment Counsel serves a diverse group of clients, including high net worth individuals, families, and small business owners. They offer personalized solutions to each client, taking into consideration their unique financial circumstances and goals.
Fees & Compensation
LK&A Investment Counsel operates on a fee-only basis, which means they do not receive commissions for selling any financial products. This ensures that their recommendations are always in the best interest of their clients. Their fees are transparent and structured based on a percentage of the assets under management.
Background
The team at LK&A Investment Counsel has a strong background in finance and extensive knowledge of the financial markets. They stay updated with the latest trends and developments in the industry to provide their clients with the most relevant and effective strategies for achieving their financial goals.
Financial Advisor Disclosures to Know
Clients of LK&A Investment Counsel can have peace of mind knowing that their advisors have a clean record and are committed to maintaining high ethical standards. They have no disclosures or legal actions against them, ensuring that they operate with honesty and integrity at all times.