tag.
How does the advisor help clients – Key Takeaways:
LUSSENHEIDE CAPITAL MANAGEMENT, INC. is a leading financial firm that specializes in providing comprehensive financial planning and investment management services to clients. With a team of highly qualified advisors, the firm helps clients achieve their financial goals and secure their futures.
Facts and Insights
LUSSENHEIDE CAPITAL MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is based in New York and has been in operation for over 25 years. It is headed by John Lussenheide, who has over three decades of experience in the financial industry.
The firm prides itself on its sound investment strategies and personalized approach to financial planning. Its team of advisors are knowledgeable and experienced in various areas of finance, including wealth management, retirement planning, and tax planning.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Financial Services Offered
LUSSENHEIDE CAPITAL MANAGEMENT, INC. offers a range of financial services to its clients. These include:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Wealth management
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small businesses. Its personalized approach to financial planning allows it to tailor its services to meet the unique needs of each client.
Fees and Compensation
LUSSENHEIDE CAPITAL MANAGEMENT, INC. charges its clients a fee based on a percentage of their assets under management. This fee structure aligns the interests of the firm with those of its clients, as it is in the firm’s best interest to grow its clients’ investments. The firm does not receive any commissions from the sale of financial products, ensuring unbiased advice.
Background
John Lussenheide, the founder and CEO of LUSSENHEIDE CAPITAL MANAGEMENT, INC. has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Master’s degree in Finance from a top university. He has also been featured in several financial publications and is a regular speaker at industry conferences.
Financial Advisor Disclosures to Know
As a registered investment advisor, LUSSENHEIDE CAPITAL MANAGEMENT, INC. operates under a fiduciary duty, meaning it is legally obligated to act in the best interests of its clients. The firm does not have any disclosures or legal issues, ensuring its clients can trust its advice and services.