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How does the advisor help clients – Key Takeaways:
LAUXERA CAPITAL PARTNERS is a financial advisory firm that specializes in providing personalized and comprehensive services to its clients. With a focus on building long-term relationships, LAUXERA CAPITAL PARTNERS strives to help clients achieve their financial goals by leveraging their expertise and industry knowledge.
- Offers a range of financial services such as wealth management, investment planning, and retirement planning
- Caters to a diverse client base, including individuals, families, and businesses
- Utilizes a fee-based compensation structure to align their interests with those of their clients
- Has a team of experienced and knowledgeable advisors who are dedicated to providing exceptional service
- Committed to transparent communication and disclosure to ensure clients are well-informed and involved in the decision-making process
Facts and Insights
Founded in 2005, LAUXERA CAPITAL PARTNERS has been in business for over 15 years and has since established itself as a trusted and reputable financial advisor. The firm has over $2 billion in assets under management and is supported by a team of nearly 50 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50 | $2 billion |
Financial Services Offered
LAUXERA CAPITAL PARTNERS offers a comprehensive range of financial services to help clients achieve their long-term financial goals. Their services include wealth management, investment planning, retirement planning, estate planning, and tax planning.
Client Types
The firm caters to a diverse client base, including individuals, families, and businesses. LAUXERA CAPITAL PARTNERS understands that each client has unique financial needs and goals, and they tailor their services accordingly to provide personalized solutions.
Fees & Compensation
LAUXERA CAPITAL PARTNERS follows a fee-based compensation structure, meaning they earn their fees based on a percentage of their clients’ assets under management. This structure aligns their interests with those of their clients and ensures they are focused on helping clients grow their wealth.
Background
LAUXERA CAPITAL PARTNERS was founded by financial industry veterans who saw the need for a more client-centric and personalized approach to financial advisory services. Since its inception, the firm has remained committed to providing exceptional service and building long-term relationships with its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LAUXERA CAPITAL PARTNERS is legally required to disclose any potential conflicts of interests or disciplinary actions. The firm is committed to transparency and ensures that clients are fully aware of any potential risks before making any financial decisions. They also have a fiduciary duty to act in the best interests of their clients at all times.