your content
Facts and Insights
LLOYD TEVIS INVESTMENTS, LLC is a reputable and well-established financial firm that provides expert advice and services to individuals and businesses. With years of experience in the financial industry, they have gained a deep understanding of the markets and have helped many clients achieve their financial goals.
Their team of financial experts uses a comprehensive approach to analyze clients’ financial situations and create personalized strategies to help them reach their objectives. They are committed to providing quality and unbiased advice to their clients, always putting their best interests first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 20 years |
LLOYD TEVIS INVESTMENTS, LLC takes a conservative and disciplined approach when managing their clients’ assets. With $2 billion in assets under management, they have proven their ability to effectively manage and grow their clients’ portfolios. They also have a small team of 10 advisors, allowing for a personalized and attentive service. With 20 years in the business, they have established a strong reputation and have gained the trust of their clients.
Financial Services Offered
LLOYD TEVIS INVESTMENTS, LLC offers a wide range of financial services to assist clients in achieving their financial goals. These services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
Their team of experts has the knowledge and experience to help clients navigate through various financial situations and design tailored strategies to fit their unique needs.
Client Types
LLOYD TEVIS INVESTMENTS, LLC serves a diverse clientele and has the expertise to cater to the needs of different client types, including:
- Individuals
- High net-worth individuals
- Business owners
- Retirees
No matter the client type, LLOYD TEVIS INVESTMENTS, LLC is dedicated to providing tailored and unbiased financial advice to help clients achieve their financial objectives.
Fees & Compensation
LLOYD TEVIS INVESTMENTS, LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This structure aligns their interests with their clients’ and ensures they always act in their clients’ best interests. Their fees are based on a percentage of assets under management, providing a transparent and fair compensation structure for their clients.
Their fee structure is as follows:
| Assets Under Management | Fee Percentage |
|---|---|
| Under $1 million | 1.5% |
| $1 million – $2.5 million | 1% |
| Above $2.5 million | 0.75% |
Background
LLOYD TEVIS INVESTMENTS, LLC was founded 20 years ago by Lloyd Tevis, an experienced financial expert. With a team of skilled advisors and a strong commitment to client satisfaction, the firm has grown to become a reputable and trusted name in the financial industry. Their team is constantly staying up-to-date with market trends and changes to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LLOYD TEVIS INVESTMENTS, LLC is held to a fid