Lindsay Strattan
Lindsay Strattan is a CFP-designated registered investment advisor at Homage Wealth Group LLC, based in Houston, TX, with 13 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
HWG offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.15% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, in advance, based on the value of your portfolio on the last day of the previous month. HWG may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
1400 Post Oak Blvd.,, Suite 625, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Criminal
September 2010Other Business Activities
Lindsay is an advisory board member for Casa de Esperanza de los Ninos and The Entrepreneurship Institute, and a board of trustees member for St. Mark's Episcopal School. These activities take minimal time each week.
Employment History
Current Registrations
Homage Wealth Group LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations1 state
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.