How does LURIE DAVIS WEALTH MANAGEMENT LLC help clients – Key Takeaways:
The team at LURIE DAVIS WEALTH MANAGEMENT LLC is dedicated to providing clients with expert financial guidance and personalized solutions to help them achieve their financial goals. Their professional experience and extensive knowledge in the field of wealth management allows them to offer comprehensive services to a diverse range of clients.
Facts and Insights:
LURIE DAVIS WEALTH MANAGEMENT LLC has been in business for over 25 years, providing reliable and trustworthy financial services to their clients. They currently have over $500 million in assets under management, and employ a team of highly qualified advisors to assist their clients with all their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 25+ |
Financial Services Offered:
LURIE DAVIS WEALTH MANAGEMENT LLC offers a wide range of financial services to help their clients manage and grow their wealth. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types:
The team at LURIE DAVIS WEALTH MANAGEMENT LLC works with a diverse group of clients, including individuals, families, small business owners, and corporate executives. They are committed to providing personalized services that cater to the unique needs and goals of each client.
Fees & Compensation:
LURIE DAVIS WEALTH MANAGEMENT LLC offers a fee-based compensation structure, which means their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and that they are committed to helping them achieve their financial goals.
Background:
LURIE DAVIS WEALTH MANAGEMENT LLC was founded in 1995 by financial experts John Lurie and Allen Davis. They have since grown to become one of the leading wealth management firms in the industry, with a strong reputation for providing personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LURIE DAVIS WEALTH MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions. These disclosures can be found on their website or through the Securities and Exchange Commission’s (SEC) Investment Advisor Public Disclosure (IAPD) tool.