LJPR Financial Advisors
5480 Corporate Drive Suite 100
Troy, MI 48098
No. advisers: 25
|Financial planning clients||More than 500|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
March 30, 2019 - InvestmentNews'â€‹ new series on advisers' succession planning experiences has been well received by business owners struggling with the process â€” or even getting motivated to start the process. Last week's profile brought home the importance of early...
February 15, 2019 - It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place. After about eight years of weighing his options, and 18 months of grinding out the details, last year...
December 19, 2018 - No, Virginia, there is no Santa Claus rally this year, and that has advisers scrambling to calm clients as the financial markets head toward the worst December in 50 years. With the U.S. stock market having dropped into correction territory, and now down...
December 13, 2018 - The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll of 631 CPA...
November 30, 2018 - The 2017 tax law has made planning around medical expenses by the end of this year imperative for financial advisers. The law, which overhauled the tax code for individuals and corporations, made it easier for Americans to claim a deduction for unreimbursed...
November 2, 2018 - If you're not sure whether your advisory firm is ready to hire a chief operating officer, it probably is. While COOs are often dismissed as simply an added expense, adding one can be a key ingredient in helping a firm grow to the next level, according...
September 13, 2018 - When the 2008 financial crisis is documented by historians and market watchers, it's often pegged to Lehman Brothers' record-setting $691 billion bankruptcy. But for financial advisers the overall bear market period between 2007 and 2009 is more often...
August 21, 2018 - Sequoia Financial Group has taken another step toward the heavyweight ranks of advisory firms with the acquisition of LJPR Financial Advisors. The addition of Troy, Mich.,-based LJPR, a $776 million firm, pushes Akron, Ohio-based Sequoia to just shy of...
July 30, 2018 - Financial advisers have a new way to deliver impact investing to wealthy clients â€” one that comes with substantial tax benefits â€” courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones," which are...
July 23, 2018 - Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors. With deductions for state and local...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.