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Lokken Investment Group, Llc
Lewes, Delaware
5.0
2 Reviews
Lokken Investment Group, LLC is a reputable and experienced investment advisory firm based out of Lewes, DE. With a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, they offer expert guidance to a diverse client base. Their impressive average of approximately $186,170,000 in assets under management per investment advisor sets them apart in the industry, reflecting their commitment to delivering exceptional results for their clients.
The firm's compensation structure is designed to align their interests with those of their clients. They employ various methods, i...see more
Assets Under Mgmt
$235.82M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Reviews for Lokken Investment Group, Llc
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