Lassiter Financial Advisors provides financial planning, portfolio manager selection, and service provider review services. Lassiter Financial helps clients analyze their investment situation, recommends investment managers and managed portfolios, and provides ongoing investment advice. Lassiter Financial also offers financial planning services covering estate planning, risk management, budgeting, retirement planning, and investment portfolio design.
Fee Structure
Lassiter Financial does not directly manage investments. Instead, Lassiter Financial recommends investment managers to clients. If a client chooses to retain a manager recommended by Lassiter Financial, Lassiter Financial receives a portion of the manager's fee. The total fee charged to a client introduced by Lassiter Financial will not be greater than the total fee that manager charges a client not introduced by an investment consultant.