How does the advisor help clients – Key Takeaways:
MERSEREAU, LAZENBY & ROCKAS, L.L.C. is a financial firm that provides expert advice and services to clients in need of financial planning and wealth management. With a team of highly experienced advisors and a vast array of services, they are able to assist clients in achieving their financial goals and creating a secure financial future.
Facts and Insights
MERSEREAU, LAZENBY & ROCKAS, L.L.C. has been in business since 1998 and has a team of 50 advisors. The firm manages over $2 billion in assets for their clients, making them a well-established and reputable financial advising firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $2 billion | 50 |
Financial Services Offered
At MERSEREAU, LAZENBY & ROCKAS, L.L.C., clients have access to a wide range of financial services to help them reach their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and more. They also offer comprehensive financial planning to ensure all aspects of a client’s financial life are taken care of.
Client Types
The firm works with a diverse group of clients, including individuals, families, and small business owners. They have the expertise to cater to different financial needs and customize their services to fit each client’s unique goals and circumstances.
Fees & Compensation
MERSEREAU, LAZENBY & ROCKAS, L.L.C. follows a fee-based approach, meaning they charge a percentage of the client’s assets under management as their fee. This fee structure aligns the advisor’s interests with that of the client, as the more the client’s assets grow, the more the advisor earns.
Background
The firm is made up of a team of experienced advisors who have extensive knowledge and expertise in the financial industry. They are committed to providing their clients with the highest level of service and making informed and strategic financial decisions that align with their client’s goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures before working with a financial advisor. MERSEREAU, LAZENBY & ROCKAS, L.L.C. discloses any relevant information to their clients upfront and is transparent in their approach to managing their clients’ finances.