How does the advisor help clients – Key Takeaways:
LYMANWEALTH LLC is a financial advisory firm that focuses on providing comprehensive and personalized financial planning and investment management services to its clients. Their team of experienced advisors utilizes their knowledge and expertise to help clients achieve their financial goals and secure their financial future. Some key takeaways about how LYMANWEALTH LLC helps its clients include:
- Comprehensive and personalized financial planning services
- Expertise in investment management
- Experience in helping clients achieve their financial goals
- Focused on helping clients secure their financial future
Facts and Insights
LYMANWEALTH LLC was founded in 2005 and is headquartered in New York City. They have a team of 7 advisors who collectively manage over $500 million in assets under management. Their advisors have an average of 15 years of experience in the financial industry, providing them with a wealth of knowledge and insights to assist their clients in making sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 15 years |
Financial Services Offered
LYMANWEALTH LLC offers a range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
LYMANWEALTH LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or stage of life.
Fees & Compensation
LYMANWEALTH LLC is a fee-based advisory firm. This means that they charge a fee for their services, rather than earning commission on the products they recommend. This fee structure ensures that their advisors are not influenced by sales incentives and can provide unbiased advice to their clients. Their fees are based on a percentage of assets under management, providing an incentive for them to grow their clients’ investments.
Background
The founder and CEO of LYMANWEALTH LLC, John Lyman, has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and a registered investment advisor (RIA) with a dedication to providing exceptional service and advice to his clients. LYMANWEALTH LLC has received numerous accolades and awards for their financial planning and investment management services, solidifying their reputation as a top advisory firm in the industry.
Financial Advisor Disclosures to Know
LYMANWEALTH LLC is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean record with no disciplinary actions or sanctions from regulatory bodies, indicating their commitment to ethical and responsible practices.