How does the advisor help clients – Key Takeaways:
LOCKWOOD WEALTH STRATEGIES, LLC is a financial firm that provides expert financial advice to clients. With years of experience and a team of knowledgeable advisors, they are dedicated to helping clients achieve their financial goals.
Facts and Insights
Founded in 2005, LOCKWOOD WEALTH STRATEGIES, LLC has established itself as a trusted source of financial guidance. The firm currently has $2.5 billion in assets under management and employs over 25 advisors, each with their own area of expertise.
The firm is dedicated to providing personalized and comprehensive financial services to each client. This commitment has earned them recognition as one of the top financial advisors in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25+ | Since 2005 |
Financial Services Offered
LOCKWOOD WEALTH STRATEGIES, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and more.
The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life to create a comprehensive strategy that meets their unique needs and goals.
Client Types
LOCKWOOD WEALTH STRATEGIES, LLC works with a diverse group of clients, including individuals, families, businesses, and institutions. The firm’s experienced advisors are equipped to handle the unique challenges and goals of each client, providing tailored financial solutions for their specific needs.
Fees & Compensation
LOCKWOOD WEALTH STRATEGIES, LLC is a fee-only firm, meaning they are only compensated through fees charged to clients. This ensures that the firm’s advice is unbiased and in the best interest of the client. Fees are based on a percentage of assets under management, so the firm’s success is directly tied to the success of their clients.
Background
The team at LOCKWOOD WEALTH STRATEGIES, LLC is made up of experienced financial professionals with a diverse range of backgrounds and expertise. Each advisor brings their own unique insights and perspectives to the table, creating a well-rounded team that is able to provide the best possible advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LOCKWOOD WEALTH STRATEGIES, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This includes providing transparent and honest disclosures regarding any potential conflicts of interest.
Additionally, all advisors at the firm are properly licensed and have no reported disclosures on their record with regulatory bodies. This ensures that clients can have full confidence in the integrity and expertise of their advisors.