Lockton Investment Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
23
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Lockton Investment Advisors (LIA) focuses on soliciting and referring potential clients to Creative Planning (CP) for investment advisory, consulting, and wealth management services. LIA does not provide direct investment advice or manage accounts. CP determines the suitability of its services for referred clients.
Fee Structure
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.
Location
444 W 47th Street, Suite 900, Kansas City, MO, 64112