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PERLMUTTER, LAURENCE M. has been a financial expert for over 20 years, providing his services to clients in the financial services industry. He specializes in helping clients achieve their financial goals through sound financial advice and guidance. Mr. Perlmutter is committed to providing his clients with the knowledge and resources they need to make informed financial decisions.
How does the advisor help clients – Key Takeaways:
Through his extensive experience and knowledge in the financial industry, Mr. Perlmutter helps clients with the following key takeaways:
- Developing financial plans
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Facts and Insights
Mr. Perlmutter has a deep understanding of the financial markets and global economy. He stays up-to-date on market trends, economic conditions, and tax laws to provide his clients with reliable and timely insights. He also conducts in-depth research to make sound investment recommendations that align with his clients’ financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.2 billion |
|---|---|
| Number of Advisors | 25 |
| Time in Business | 20 years |
Financial Services Offered
- Investment advisory services
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Mr. Perlmutter works with a diverse group of clients including:
- High net-worth individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
Mr. Perlmutter is a fee-based financial advisor, meaning he charges a fee for his services and does not earn commission on any investment recommendations he makes. This ensures that his recommendations are in the best interest of his clients and not influenced by potential commission earnings.
Background
Mr. Perlmutter has been in the financial services industry for over 20 years. He holds a Bachelor’s degree in Finance from a top university, and has obtained various financial certifications including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He also regularly attends educational seminars and conferences to stay informed and up-to-date on the latest financial strategies and techniques.
Financial Advisor Disclosures to Know
As a financial advisor, Mr. Perlmutter is committed to transparency and always ensures that his clients are aware of potential conflicts of interest. He has no legal or disciplinary disclosures on his record and maintains a clean disciplinary record. Additionally, he has a fiduciary duty to always act in his clients’ best interests, making him a reliable and trustworthy advisor for all financial matters.
Overall, Mr. Perlmutter brings a wealth of knowledge and experience to his clients, helping them achieve their financial goals and secure their financial future. With his dedication to providing personalized and comprehensive financial advice, he has established himself as a top financial advisor in the industry.