Leamnson Capital Advisory, LLC is a fee-only registered investment advisory firm. Fee-only means that we do not receive commissions or transaction-based compensation from clients. Leamnson Capital has no relationship or affiliation with any brokerage or investment firm, other than as a custodian for client assets. The preferred custodian is TD Ameritrade Institutional.
What does that mean to you? Being unburdened from a brokerage affiliation removes the potential conflicts of interest that often exist when trying to satisfy competing interests: those of the brokerage firm and those of the client.
Registered investment advisory firms, like Leamnson Capital, operate as fiduciaries with clients. Fiduciaries are required to always act in the best interest of the client. If conflicts of interest arise, they must always be resolved to the benefit of the client, not Leamnson Capital. Fiduciary advisors offer unbiased best interest advice.
Though I don’t have investment minimums, I am selective when adding new client relationships. I only want to work with people for whom I can have a significant impact. Most of my clients are either approaching or already in retirement. They want to make sure they can protect what they've worked so hard to accumulate, and maintain their lifestyle in retirement, even if they have a long life expectancy.
To that end, much of our initial discovery meeting is spent to gain an understanding of the important people in your life, what you value, and the kind of legacy you want to leave. That forms the basis for all for all investment, spending, and planning strategies.
If you would like to have an initial no-obligation call, go to my online calendar to book short introductory call.