Assets Under Management

$2.1B

Number of Clients

3,641

Number of Advisors

15

Average Client AUM

$574K

AUM per Advisor

$139.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

LMK offers investment management and financial planning services, including cash flow, budget, tax, risk, education, retirement, estate, charitable, and special needs planning. They also offer services to small businesses relating to employee benefit plans. LMK is also a securities broker-dealer.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingSpecial Needs PlanningBusiness OwnersHigh Net Worth
Loading...
Location

10151 Carver Rd., Suite 100, Cincinnati, OH, 45242

15 Advisors at this firm