Invest With Confidence – A Deeper Look at Leit Group’s Fee-Based, Fiduciary and CFP Approach

Are you tired of feeling uncertain about your investments and not sure if you’re truly getting the best advice? It’s time to invest with confidence. At Leit Group, we take a fee-based, fiduciary approach that prioritizes your financial well-being above all else. Plus, our team includes Certified Financial Planners who are dedicated to providing expert guidance personalized to your unique goals and needs. Join us as we dive deeper into what sets Leit Group apart in the world of investment management and why choosing us means investing with peace of mind.

Introduction to the Leit Group and their Investment Strategies

The Leit Group is a fee-based, fiduciary financial planning and investment firm. We are Registered Investment Advisors (RIAs) and hold the Certified Financial Planner™ (CFP®) designation. We are committed to always acting in our clients’ best interests and providing unbiased financial advice.

We offer a comprehensive approach to financial planning and invest in a variety of asset classes including stocks, bonds, mutual funds, ETFs, and alternative investments. Our investment strategies are designed to help our clients reach their specific financial goals.

We believe that fees should be transparent and fair. We charge a percentage of assets under management (AUM) which allows us to align our interests with our clients’ success. Our AUM fees range from 0.50% to 1.00%, depending on the complexity of the plan and services provided.

We are proud to be a fee-only firm that is fiduciary obligated to act in our clients’ best interests at all times. We believe this is the best way to serve our clients and build long-term relationships based on trust and confidence.

Defining Fee-Based Investing, Fiduciary Responsibility and CFPs

Leit Group is a fee-based investment advisory firm. We are fiduciaries, which means we always put our clients’ interests first. We are also Certified Financial Planners™ (CFP®), which means we have the knowledge and experience to help you plan for your financial future.

Fee-based investing means that we charge a flat, hourly rate for our services. This is different from commission-based investing, where advisors earn commissions on the products they sell to clients. As fee-based advisors, we are not incentivized to sell you products that may not be in your best interests.

Our fiduciary responsibility extends to all aspects of our relationship with our clients. We take this responsibility seriously and always work in our clients’ best interests, even when it goes against our own financial interests.

We believe that everyone deserves access to quality financial planning advice. That’s why we offer affordable hourly rates and accept clients with a wide range of assets. Whether you’re just starting out or you’re a seasoned investor, we can help you reach your financial goals.

Benefits of a Fee-Based, Fiduciary and CFP Approach

When it comes to your finances, you want to work with someone you can trust. At Leit Group, we take a fee-based, fiduciary approach to financial planning. Here’s what that means and how it can benefit you:

As a fee-based financial planner, we are compensated based on the services we provide, not on the products we sell. This aligns our interests with yours and ensures that we always have your best interests in mind.

Our fiduciary duty also means that we are required by law to act in your best interests. We take this responsibility seriously and always put your needs first.

Lastly, as Certified Financial Planners (CFP), we have the knowledge and experience to help you reach your financial goals. We will work with you to create a personalized plan that takes into account your unique circumstances.

The benefits of working with a fee-based, fiduciary financial planner are clear: you can trust that we have your best interests at heart and that we will work diligently to help you reach your financial goals. Contact us today to learn more about how we can help you invest with confidence.

Difference in Traditional Commissioned Brokers and Leit Group’s Investment Model

As a fee-based investment advisor, Leit Group does not receive commissions for selling products or services. We are compensated only by the fees our clients pay us. We believe this structure aligns our interests with those of our clients and provides a higher level of service.

Traditional commissioned brokers, on the other hand, earn a commission on the products and services they sell. This can create a conflict of interest if the broker is recommending a product that may not be in the best interest of the client, but is more profitable for the broker.

The Investment Process at Leit Group

At Leit Group, we believe that everybody wins when our clients’ portfolios perform well. That’s why we’ve adopted a fee-based, fiduciary approach to investing, and why we only work with Certified Financial Planner™ professionals.

We start the investment process by getting to know you and your financial goals. Once we understand your unique circumstances, we develop a custom investment plan that is tailored to help you achieve your specific objectives.

We believe that diversification is key to reducing risk and preserving capital, so our portfolios are constructed using a variety of asset classes and investment strategies. We also believe in active management, which is why our team of experienced professionals actively monitors and manages our portfolios on an ongoing basis.

We understand that every client is different, which is why we offer a variety of services and programs that can be customized to meet your individual needs. Our goal is to provide you with the highest level of service and attention so that you can focus on what’s most important to you: achieving your financial goals.

Tips for Prospective Clients on Investing with Confidence

As a prospective client, it is important that you feel confident in the investment firm you choose to work with. Here are some tips to help you Invest With Confidence:

1. Choose a fee-based investment firm: A fee-based investment firm charges a flat fee for their services, instead of commission or a percentage of assets. This ensures that your investment advisor is working in your best interest, not theirs.

2. Make sure the firm is fiduciary: A fiduciary is required by law to always put their clients’ interests first. This means they are legally bound to provide advice that is in your best interest, not theirs.

3. Choose a firm with CFP professionals: Certified Financial Planner (CFP) professionals have met rigorous educational and experience requirements and must adhere to a strict code of ethics. They are qualified to provide comprehensive financial planning services, which can help you reach your long-term financial goals.

By following these tips, you can be confident that you are choosing an investment firm that will work in YOUR best interest.

Questions & Answers

Assuming you would like Q&A for the blog article “Invest With Confidence – A Deeper Look at Leit Group’s Fee-Based, Fiduciary and CFP Approach”: 

Q: What inspired you to start Leit Group?

A: I started Leit Group because I was tired of seeing people getting taken advantage of in the financial industry. Too many times, I saw friends and family members get sold products they didn’t need, with high fees they couldn’t afford. I knew there had to be a better way.

Q: Why is fee-based investing important?

A: Fee-based investing is important because it aligns the interests of the advisor with those of the client. When an advisor is paid a fee for their services, they are only compensated when their clients do well. This creates a system of accountability that benefits everyone involved.

Q: What makes your firm different from other financial advisors?

A: Our firm is different because we are true fiduciaries. This means that we always put our clients’ best interests first. We are also CFP professionals, which means we have met rigorous standards for ethics and competence.