How does the advisor help clients – Key Takeaways:
The Lyttle Company, LLC strives to provide their clients with expert financial advice and guidance to help them achieve their financial goals. They offer a range of services and work with a diverse client base, making them a well-rounded and experienced financial partner.
Facts and Insights
The Lyttle Company, LLC was founded in 2005 and has since established itself as a reputable and reliable financial advisory firm. They have a team of experienced advisors who are committed to providing top-notch service to their clients. The company is based in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 14 years |
Financial Services Offered
The Lyttle Company, LLC offers a comprehensive range of financial services, including financial planning, investment management, retirement planning, tax planning, and more. Their team of advisors has expertise in various areas, allowing them to provide tailored and personalized solutions to their clients’ financial needs.
Client Types
The Lyttle Company, LLC works with a diverse client base, including individuals, families, and small businesses. They also have experience working with high-net-worth individuals, providing them with customized solutions to meet their unique financial needs.
Fees & Compensation
The fees and compensation structure at The Lyttle Company, LLC is transparent and fair. They charge a percentage of assets under management, and their advisors do not receive any commissions or incentives for recommending specific products or services. This fee structure ensures that the advisors are focused on serving their clients’ best interests.
Background
The team at The Lyttle Company, LLC is led by John Lyttle, a seasoned financial expert with over 20 years of experience. He holds multiple certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Under his leadership, the company has grown and gained a reputation for providing trusted financial advice.
Financial Advisor Disclosures to Know
The Lyttle Company, LLC is committed to transparency and adheres to all regulatory guidelines. They have a clean record with no disciplinary actions or violations on their record. This demonstrates their commitment to ethical and responsible financial practices.