Lockerman Financial Group offers financial planning and investment management services. Financial planning includes investment, retirement, estate, executive compensation, stock option, charitable, education, and tax planning. Investment management involves creating and managing portfolios with stocks, bonds, ETFs, and mutual funds. Lockerman Financial Group also uses third-party managers to implement investment portfolios. The firm tailors advice to individual client needs and may offer ESG portfolios.
Assets Under Management$110M
Clients69
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$110M
www.linkedin.com/company/lockerman-financial-group ·www.lockermanfinancial.com ·www.linkedin.com/in/lisalockerman
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for investment management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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