Litovsky Asset Management (LAM) specializes in setting up and managing retirement plans, including 401(k) and Defined Benefit/Cash Balance plans. LAM acts as an ERISA 3(38) fiduciary. LAM's compensation is strictly flat/fixed fees. While LAM services some legacy retail clients, it stopped offering services to new individual retail clients in 2017.
Assets Under Management$88M
Clients140
Advisors1
Avg. per Client$630K
Avg. per Advisor$88M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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