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Lenk Ladner Investment Solutions Llc
Osterville, Massachusetts
Lenk Ladner Investment Solutions LLC, headquartered in Osterville, MA, is a reputable investment advisory firm with a proven track record of success. With a team of three dedicated employees, they offer comprehensive investment advisory services to a diverse client base. Their impressive average of $396,370,000 in assets under management per investment advisor surpasses industry standards, reflecting their expertise in managing substantial portfolios.
The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly ch...see more
Assets Under Mgmt
$265.37M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Reviews for Lenk Ladner Investment Solutions Llc
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