Joshua David Orton

Lgt Financial Advisors LLC

13 Years of Experience

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Firm Information

Lgt Financial Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

136 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$359.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.75%
$3.0M - $5.0M	0.50%
$5M+	0.50%

Fees negotiable for accounts over $5,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$3,000 - $20,000

Hourly Rate:$350 - $395/hr

Investment advisory fees are based on a percentage of assets under management. For financial planning and consulting services, fees are negotiable, generally ranging from $3,000 to $20,000 annually or $350 to $395 hourly. Fees are negotiable based on factors like assets invested, complexity, and servicing needs. Similar clients could pay different fees.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersCharitable Giving

Advisor Information

Office location

2626 Howell St, Suite 700, Dallas, TX, 75204

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Lgt Financial Advisors LLC

July 2023 - Present · 2 yrs 6 mos

Park Avenue Securities LLC Broker

February 2021 - August 2021 · 6 mos

TD Ameritrade Clearing, INC.Broker

March 2018 - December 2020 · 2 yrs 9 mos

TD Ameritrade, INC.Broker

September 2011 - January 2021 · 9 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.