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How does the advisor help clients – Key Takeaways:
LUBY ADVISORY SERVICES, LLC approaches financial planning with a strong focus on the client’s unique needs and goals. The team at LUBY ADVISORY SERVICES, LLC believes that every client deserves individualized attention and a personalized approach to their financial well-being.
Through comprehensive financial planning and investment management, the advisors at LUBY ADVISORY SERVICES, LLC help clients navigate their financial journey and make informed decisions to achieve their long-term goals.
Facts and Insights
Established in 2005, LUBY ADVISORY SERVICES, LLC has been providing financial planning and investment management services for over 15 years. As a Registered Investment Advisor (RIA), the firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
According to publicly available numbers, LUBY ADVISORY SERVICES, LLC currently has assets under management (AUM) of over $200 million, with a team of 8 experienced advisors. The firm has a client retention rate of 96%, reflecting their commitment to building long-lasting relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 8 | Over 15 years |
Financial Services Offered
LUBY ADVISORY SERVICES, LLC offers a range of financial services to help their clients achieve their financial goals. These services include:
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
LUBY ADVISORY SERVICES, LLC caters to a diverse range of clients, including individuals, families, and small business owners. They have experience working with clients at different life stages, from starting their careers to planning for retirement.
Fees & Compensation
At LUBY ADVISORY SERVICES, LLC, the advisors believe in transparency when it comes to fees and compensation. They charge a fee based on a percentage of AUM, meaning they have an incentive to grow their clients’ portfolios. This fee structure ensures that the advisors are aligned with their clients’ best interests and goals.
Background
LUBY ADVISORY SERVICES, LLC was founded by John Luby, an experienced financial advisor with over 20 years of industry experience. The team also includes other certified financial planners (CFPs) and professionals with diverse backgrounds and expertise. Together, they provide clients with a well-rounded and holistic approach to financial planning and wealth management.
Financial Advisor Disclosures to Know
As an RIA, LUBY ADVISORY SERVICES, LLC has a legal and ethical obligation to fully disclose any potential conflicts of interest to their clients. They also have a duty to provide clients with all material information related to the services they provide and their compensation structure.