Ladin Financial Group (LFG) offers personalized financial planning and investment management to individuals, pension plans, trusts, estates, and charities. Financial planning covers objectives, problems, cash flow, taxes, insurance, investments, education, retirement, and estate planning. LFG can manage investments directly or recommend outside managers. The firm doesn't sell commissioned products, but the owner offers insurance separately.
Assets Under Management$10M
Clients42
Advisors1
Avg. per Client$250K
Avg. per Advisor$10M
www.ladintax.com ·www.instagram.com/ladintaxandfinancialgroup ·www.facebook.com/ladintaxandfinancialgroup
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Ladin Financial Group manages investments either directly or through outside managers. The annual fee ranges from 1% to 2% of the value of your portfolio, but the exact rate is negotiable. You'll also pay separate commissions and custodial fees.
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