Lokken Investment Group, LLC
Assets Under Management
$366.5M
Number of Clients
532
Number of Advisors
5
Average Client AUM
$689K
AUM per Advisor
$73.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lokken Investment Group, LLC (LIG) manages individually tailored investment portfolios based on client needs and goals. They also offer financial planning services, providing clients with detailed plans to achieve their financial objectives. LIG uses fundamental, technical, and cyclical analysis.
Fee Structure
Investment management fees range from 0% to 2% annually, based on account size and services, and are negotiable. Financial planning is offered on a fixed-fee basis, ranging from $500 to $1,500, or an hourly basis at $250 per hour. Fees are exclusive of brokerage commissions and other third-party expenses.
Areas of Practice
Location
1413 Savannah Road,, Suite 4, Lewes, DE, 19958