How can we help your financial journey?
Office Address
38 North Gate, Newark,
38 North Gate, Newark,
England, NG24 1EZ
Email Inquiries
info@laverstockslltd.com
Office Hours
Mon – Fri: 8:30 AM – 5:30 PM EST
Frequently Asked Questions
Get clarity on how our fiduciary wealth management, retirement structuring, tax planning, and corporate consulting services deliver measurable value for your financial future.
Yes, unconditionally. As fiduciary advisors, we are legally and ethically bound to act in your best interest at all times. We operate with transparent, fee-only or fee-based structures and do not receive commissions for pushing proprietary investment products.
Our advisory fees are structured primarily as a transparent percentage of Assets Under Management (AUM), with tiered discounts as your portfolio grows. For standalone financial consulting or estate structuring, we also offer flat-fee or hourly arrangements. There are never hidden markups or transaction surrender penalties.
We begin with a complimentary 30-minute discovery session to understand your financial goals, risk profile, and current holdings. Next, we prepare a comprehensive diagnostic review of your portfolio, tax status, and retirement trajectory before presenting a tailored roadmap. Once you choose to partner with us, our team handles account transfers seamlessly.
We utilize psychometric risk profiling, scenario stress testing, and cash-flow horizon mapping to construct bespoke portfolios. Your asset allocation blends global equities, fixed income, real assets, and liquidity reserves to balance growth potential with drawdown protection.
Yes. We specialize in corporate and executive advisory, including business valuation, company retirement plans (401k/SEP/Defined Benefit), executive compensation packages, and succession planning to ensure your business equity translates smoothly into personal net worth.
Tax efficiency is integrated into everyday management. We execute continuous automated tax-loss harvesting, asset location optimization (placing dividend/interest-heavy assets in tax-advantaged accounts), Roth conversion strategies, and coordinate closely with your CPA.
We conduct formal comprehensive reviews semi-annually or annually, complemented by quarterly performance summaries. Furthermore, your advisor is accessible throughout the year for ad-hoc consultations regarding major life milestones, real estate transactions, or market fluctuations.
Client assets are securely held with top-tier independent custodians (such as Charles Schwab and Fidelity Institutional). You maintain full legal ownership, 24/7 online access, and direct institutional account protection (SIPC insurance).
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