LG Financial Services identifies and recommends third-party investment managers to clients. After gathering information about a client's financial situation, LG Financial Services helps them select a third-party investment advisor. The third-party advisor then provides investment advice and manages the client's portfolio. LG Financial Services reviews the services provided by the third-party advisor periodically to ensure they remain a good fit for the client.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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