How does the advisor help clients – Key Takeaways:
LUMEN MANAGEMENT LLC is a reputable financial management firm that offers a variety of services to help their clients achieve their financial goals. With a team of experienced and knowledgeable advisors, LUMEN MANAGEMENT LLC provides personalized and comprehensive solutions for individuals, families, and businesses.
Facts and Insights
LUMEN MANAGEMENT LLC was founded in 2005 and has since become a leader in the financial management industry. With a strong focus on integrity and client satisfaction, the firm has built a solid reputation for providing top-notch services and achieving results for their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
LUMEN MANAGEMENT LLC takes a holistic approach to financial management, offering a wide range of services that address various aspects of their clients’ financial needs. From investment management and retirement planning to tax and estate planning, the firm offers comprehensive solutions to help clients reach their goals and secure their financial future.
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax & Estate Planning
- Wealth Protection
- Education Funding
- Debt Management
Client Types
LUMEN MANAGEMENT LLC serves a diverse range of clients, including:
- High net worth individuals
- Young professionals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
LUMEN MANAGEMENT LLC strives to maintain transparency in their fee structure and properly communicate to the clients the breakdown of costs and expenses. The firm offers a fee-based compensation model, charging a percentage of the total assets under management (AUM). This model aligns the interests of the advisor with that of the clients, as the advisor’s compensation is tied to the performance of the client’s portfolio.
Background
The team at LUMEN MANAGEMENT LLC is composed of highly qualified and experienced financial professionals who are dedicated to helping their clients achieve their financial goals. The advisors at the firm hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse expertise allows the firm to provide comprehensive and customized solutions for their clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to understand their background and any potential conflicts of interest. LUMEN MANAGEMENT LLC encourages transparency and has no disclosures or disciplinary actions listed with regulatory bodies.