Lockton Investment Advisors operates exclusively as a client referral and solicitation firm, connecting prospective clients—such as retirement plans, institutions, and high-net-worth individuals—with a separate advisory firm called Creative Planning. Lockton Investment Advisors does not directly manage investments, create financial plans, hold client funds, or provide direct investment advice. Instead, the firm receives referral fees from Creative Planning based on a percentage of the revenue generated from successfully referred clients. These referral arrangements cover services such as retirement plan consulting and individual wealth management. Clients who choose to work with Creative Planning through these referrals pay the standard fees charged by Creative Planning with no additional charges added to cover Lockton Investment Advisors' compensation. Affiliates of Lockton Investment Advisors also provide insurance and brokerage services, which creates potential conflicts of interest when making recommendations.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.