How does LS CAPITAL, INC. help clients – Key Takeaways:
LS CAPITAL, INC. is dedicated to providing exceptional financial services to their clients. Through their team of experienced advisors and a wide range of services, they strive to help clients achieve their financial goals. Some key takeaways about how LS CAPITAL, INC. helps clients include:
- Personalized and customized financial plans
- Expert financial advice and guidance
- Access to a wide range of financial services
- Continued support and monitoring
Facts and Insights
Founded in 2005, LS CAPITAL, INC. has been in business for over 15 years. They have built a strong reputation for their expertise and commitment to their clients. With a team of over 50 advisors, LS CAPITAL, INC. has a diverse range of knowledge and experience to offer their clients. As of 2020, their assets under management (AUM) amounted to $1.5 billion, with an average account size of $500,000.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $1.5 | 50+ |
| 2019 | $1.2 | 45+ |
| 2018 | $1.0 | 40+ |
| 2017 | $0.8 | 35+ |
Financial Services Offered
LS CAPITAL, INC. offers a variety of financial services to cater to the diverse needs of their clients. Some of the services they offer include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide services for business owners, such as succession planning and employee benefits consulting.
Client Types
LS CAPITAL, INC. works with a wide range of clients, including individuals, families, business owners, and institutions. They have a strong focus on building long-term relationships with their clients and catering to their individual financial needs. Whether a client is just starting their financial journey or looking to grow and protect their wealth, LS CAPITAL, INC. has the resources and expertise to help.
Fees & Compensation
LS CAPITAL, INC. operates on a fee-based compensation model, which means they earn a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as their compensation is tied to the performance of the investments. They also follow a fiduciary standard, meaning they always act in the best interests of their clients.
Background
LS CAPITAL, INC. was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. He leads a team of dedicated advisors who are committed to providing top-notch services to their clients. LS CAPITAL, INC. is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
LS CAPITAL, INC. has a strong track record of ethical conduct and maintains a clean disciplinary history. It’s important to note that they have no legal or regulatory actions, arbitration cases, or customer complaints disclosed on their record. This demonstrates their commitment to maintaining the highest standards of professionalism and integrity in their practice.