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How does the Advisor Help Clients – Key Takeaways:
New Lantern Advisors is a financial consulting firm that offers a wide range of services to help clients achieve their financial goals. Their team of experienced advisors use their expertise to provide personalized solutions to clients based on their individual needs and financial situation.
Here are the key takeaways on how New Lantern Advisors can help clients:
- Provides personalized financial solutions based on individual needs
- Offers a wide range of financial services
- Experienced team of financial experts
Facts and Insights:
New Lantern Advisors has been in business for over 15 years and has established a strong reputation in the financial industry. With a team of over 50 advisors, they serve a diverse clientele ranging from individuals to small businesses to large corporations.
Their services are backed by a team of experts with a combined experience of over 100 years in the financial industry. This allows them to stay updated on the latest market trends and provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2 billion+ | 50+ | 15+ |
Financial Services Offered:
New Lantern Advisors offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and investment management
- Tax planning and preparation
- Estate planning and trust management
- Retirement planning and asset allocation
- Insurance and risk management
Client Types:
New Lantern Advisors caters to a diverse clientele, including:
- Individuals
- Small businesses
- Large corporations
- Non-profit organizations
Fees & Compensation:
New Lantern Advisors is a fee-based firm, which means they charge a percentage of the client’s assets under management as their fee. They do not receive any commissions or third-party compensation, ensuring their clients’ best interests are always prioritized.
Background:
New Lantern Advisors was founded by a team of financial experts with a shared vision of providing personalized and transparent financial services to clients. Over the years, they have built a reputation for their integrity, expertise, and commitment to their clients’ success.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Here are some important disclosures to know about New Lantern Advisors:
- New Lantern Advisors is a fee-based firm
- They do not receive any commissions or third-party compensation
- Their advisors may have affiliations with certain financial products or services
- New Lantern Advisors may receive fees for referring clients to third-party services
Overall, New Lantern Advisors is a reputable and reliable financial consulting firm that puts their clients’ best interests first. Their team of experienced advisors, personalized solutions, and transparent approach make them a trusted partner for individuals and businesses seeking financial guidance.