Lawton Retirement Plan Consultants, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Lawton Retirement Plan Consultants specializes in advising corporations and other business entities on their corporate retirement plans. The firm helps businesses design investment policies, select asset allocations, choose appropriate mutual funds and other securities, and monitor plan portfolios over time. Lawton Retirement Plan Consultants also offers hourly consulting services for complex retirement plan needs and can refer clients to Morgan Stanley when appropriate. Because Lawton Retirement Plan Consultants focuses strictly on institutional and corporate retirement plans, it does not provide direct financial planning or investment management services for individual personal accounts.

Assets Under Management$39M
Clients3
Advisors1
Avg. per Client$13M
Avg. per Advisor$39M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Hourly Rate:$300/hr
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Location

1 Advisors at this firm

Lawton Retirement Plan Consultants, LLC - Fees, AUM & Advisors | TrueAdvisor