Lokken Investment Group, LLC

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Assets Under Management

$366.5M

Number of Clients

532

Number of Advisors

Average Client AUM

$689K

AUM per Advisor

$73.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Lokken Investment Group, LLC (LIG) manages individually tailored investment portfolios and provides financial planning services. Financial planning includes cash flow, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, and risk management.

Fee Structure

Minimum Investment:$100K

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Location

1413 Savannah Road,, Suite 4, Lewes, DE, 19958

5 Advisors at this firm

Carrie Mae Ruark

Evan D Hine

ChFC

Jay Colin Middleton

Jessica Renee Bimonte

CFP