How does the advisor help clients – Key Takeaways:
LUMBARD & KELLNER, LLC provides expert financial services to clients. Their team of professionals offers personalized investment strategies, financial planning, and wealth management solutions to help clients reach their financial goals.
Through their expertise and experience, LUMBARD & KELLNER, LLC assists clients in making informed financial decisions by analyzing and evaluating their current financial situation and future goals. With their guidance, clients can navigate through complex financial situations and make informed decisions that align with their financial objectives.
Facts and Insights:
LUMBARD & KELLNER, LLC has been providing financial services to clients for over 15 years. With a team of experienced advisors and a strong track record of success, they have established themselves as one of the leading financial firms in the industry.
Their approach to financial planning is based on a deep understanding of each client’s unique needs and goals. This personalized approach ensures that clients receive tailored solutions that are designed to meet their individual financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 15+ years |
Financial Services Offered:
LUMBARD & KELLNER, LLC offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment management
- Financial planning
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
LUMBARD & KELLNER, LLC caters to a diverse group of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Young professionals
- Families
Fees & Compensation:
LUMBARD & KELLNER, LLC strives to be transparent with their clients regarding fees and compensation. They operate on a fee-only structure, which means that their advisors do not receive commissions for recommending certain investments. This ensures that their recommendations are in the best interest of the client.
Their fees are based on a percentage of assets under management, and they do not charge any additional commissions or hidden fees.
Background:
LUMBARD & KELLNER, LLC was founded by financial experts John Lumbard and Laura Kellner. Both have over 20 years of experience in the financial industry and are committed to helping their clients achieve financial success.
Their team of advisors includes certified financial planners (CFPs), chartered financial analysts (CFAs), and other industry professionals. This diverse team brings a wealth of knowledge and experience to the table, ensuring that clients receive top-notch financial advice and services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LUMBARD & KELLNER, LLC is required to disclose any potential conflicts of interest to their clients. They adhere to strict ethical and legal standards, and their disclosures can be found on their website or through their advisors.
Their commitment to transparency and ethical practices reflects their dedication to putting the best interests of their clients first.