How does the advisor help clients – Key Takeaways:
MOON LASSO ASSET MANAGEMENT, LLC is committed to helping clients achieve their financial goals and provide expert guidance in wealth management and investment strategies. Their services are tailored to each client’s individual needs and objectives, with a focus on long-term growth and financial stability.
With their extensive knowledge and experience in the financial industry, MOON LASSO ASSET MANAGEMENT, LLC is able to provide clients with valuable insights and strategies to help them make informed financial decisions.
Facts and Insights
Founded in 2005, MOON LASSO ASSET MANAGEMENT, LLC has been in business for over 15 years and has established itself as a leader in the financial services industry. They currently have $500 million in assets under management and a team of 10 highly qualified financial advisors.
MOON LASSO ASSET MANAGEMENT, LLC is registered with the Securities and Exchange Commission (SEC) and upholds the highest ethical and professional standards in all aspects of their business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MOON LASSO ASSET MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Wealth management
- Retirement planning
- Tax planning and management
- Estate planning
Client Types
MOON LASSO ASSET MANAGEMENT, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial needs and tailor their services to suit their specific objectives and risk tolerance.
Fees & Compensation
MOON LASSO ASSET MANAGEMENT, LLC operates on a fee-based model, meaning they charge a percentage of the assets under management as their compensation. This ensures that their interests are aligned with their clients’ and they are motivated to grow their clients’ portfolios.
The exact fee percentage varies based on the size and complexity of the client’s portfolio, but it is typically between 1-2% of the assets under management.
Background
The team at MOON LASSO ASSET MANAGEMENT, LLC is made up of highly qualified and experienced financial advisors. Each member holds various industry licenses and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
The company prides itself on its client-centric approach and dedication to providing top-notch financial services and advice to clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients of MOON LASSO ASSET MANAGEMENT, LLC to be aware of any potential conflicts of interest or disclosures. These may include any affiliations with other firms, past disciplinary actions, or any legal or regulatory issues.
Clients can review the company’s Form ADV, which is filed with the SEC, for a comprehensive overview of any disclosures and potential conflicts of interest.