Brian Luts is a registered investment advisor at Lgg Financial, based in Bethesda, MD, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 250 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LGG Financial charges a fee based on the value of your portfolio, ranging from 0.85% to 1.50% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount of assets managed, the use of independent managers, and the overall relationship. The total fee, including LGG Financial's fee and any independent manager's fee, will not exceed 2.00% annually.
Location
7200 Wisconsin Avenue, Suite 300, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a 50% owner of BD Ventures LLC, investing in commercial real estate, dedicating minimal time. He also serves as co-trustee for the Luts & Greenleigh 401k, a nearly full-time commitment, and is an independent insurance agent.
Employment History
Current Registrations
Lgg Financial
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.