Jude Thaddeus Donato

Lockton Investment Advisors, LLC

16 Years of Experience

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Firm Information

Lockton Investment Advisors, LLC

Compensation

N/A

Number of Advisors

23 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

LIA receives referral fees from Creative Planning based on a percentage of the gross revenue CP receives from referred clients. These fees are either one-time or recurring, depending on the service provided by CP. Clients referred to CP are charged CP's standard investment management fee and do not incur any additional charges to cover LIA's compensation.

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Advisor Information

Office location

1185 Avenue of the Americas, Suite 2010, New York, NY, 10036

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Regulatory History (1)

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Criminal

August 2002

Final Disposition

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Other Business ActivitiesSells Insurance

Jude works for Lockton Companies, LLC, an insurance brokerage firm, providing insurance consulting services to clients. This takes nearly a full-time commitment.