How does the advisor help clients – Key Takeaways:
Lockton Investment Advisors, LLC is a financial firm that provides expert advice and services to its clients. With a wealth of experience and knowledge in the financial industry, Lockton Investment Advisors is a reliable and trustworthy partner for individuals and businesses seeking financial guidance.
The firm prides itself on its client-centric approach, tailoring its services to meet the unique needs and goals of each individual or organization. Lockton Investment Advisors’ team of advisors is dedicated to helping clients make informed and strategic financial decisions, providing them with the tools and resources needed to achieve their financial objectives.
Facts and Insights
Lockton Investment Advisors has been in business for over 30 years, establishing itself as a leader in the financial services industry. They have a team of over 150 advisors, all of whom are highly experienced and knowledgeable in their respective fields. The firm manages over $20 billion in assets, making it a formidable player in the world of finance.
One key aspect that sets Lockton Investment Advisors apart is its focus on holistic financial planning. The firm takes a comprehensive approach to financial management, considering all aspects of a client’s financial well-being, including retirement planning, tax management, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 150+ | Over 30 years |
Financial Services Offered
- Retirement planning
- Estate planning
- Tax management
- Investment management
- Wealth transfer
- Risk management
Client Types
Lockton Investment Advisors serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they are dedicated to providing personalized and customized services to meet those needs.
Fees & Compensation
Lockton Investment Advisors is a fee-only firm, meaning they are compensated solely by their clients and do not receive any commissions for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients, without any conflicts of interest.
The firm’s fees are based on a percentage of the assets under management, which incentivizes them to help clients grow their wealth and achieve their financial goals.
Background
Founded in 1989, Lockton Investment Advisors has a long-standing reputation for providing exceptional financial advice and services. The firm is known for its team of highly qualified and experienced advisors, who are dedicated to helping clients navigate the complex world of finance.
As part of the Lockton Companies, one of the world’s largest privately-owned insurance brokerage and consulting firms, Lockton Investment Advisors has access to a vast network of resources and expertise, giving them a competitive edge in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lockton Investment Advisors is required to disclose certain information to its clients. These disclosures include their fee structure, any potential conflicts of interest, and any disciplinary actions taken against the firm or its advisors.
Clients can rest assured that Lockton Investment Advisors is committed to transparency and ethical practices, prioritizing the best interests of their clients at all times.