How does the advisor help clients – Key Takeaways:
MARK R. LEMMOND CPA, PLLC serves as a trusted and experienced financial expert for their clients. With years of experience and a strong background in finance, they provide valuable insights and strategies to help clients achieve their financial goals.
Facts and Insights
The following are some key facts and insights about MARK R. LEMMOND CPA, PLLC:
| Assets Under Management: | $10 million |
|---|---|
| Number of Advisors: | 1 |
| Time in Business: | 10 years |
With an impressive $10 million in assets under management, MARK R. LEMMOND CPA, PLLC has a proven track record of helping clients manage their investments and grow their wealth. They have a team of 1 expert advisor and have been in business for 10 years, providing them with a wealth of experience and knowledge to draw from.
Financial Services Offered
MARK R. LEMMOND CPA, PLLC offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
MARK R. LEMMOND CPA, PLLC works with a variety of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
MARK R. LEMMOND CPA, PLLC is committed to transparency when it comes to fees and compensation. They believe in providing their clients with the best value for their money and ensuring that they understand all fees and charges associated with their services. Their fees are based on a combination of assets under management and a fixed percentage of income.
Background
MARK R. LEMMOND CPA, PLLC is a certified public accounting firm founded by Mark R. Lemmond, a highly experienced and knowledgeable CPA and financial advisor. He holds a Bachelor’s degree in Accounting and has been providing financial planning and consulting services for over 20 years.
Financial Advisor Disclosures to Know
MARK R. LEMMOND CPA, PLLC believes in full disclosure and transparency when it comes to their services and practices. It is important for clients to be aware of any potential conflicts of interest, which may include receiving commissions or referral fees from certain investment products. However, they strive to always put the best interests of their clients first and foremost.