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LBG Advisor

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Client assets under management

$11,429,910

Clients

55

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

28

Low

Average account size

$207,817

About

LBG Advisor provides investment advisory and written financial and estate planning to individuals, trusts, pension and profit‑sharing plans, plan participants, corporations, and nonprofit organizations. Services described in the brochure include investment management, pension consulting and education, financial planning, and advisory referral services to third‑party managers.

The firm operates on a non‑custodial basis and manages the bulk of client assets on a non‑discretionary basis, meaning clients approve recommendations before trades are executed. Its investment approach combines top‑down sector rotation with bottom‑up security selection and uses mutual funds, ETFs, individual equities and fixed income, and may include options, margin and certain over‑the‑counter alternative instruments when appropriate.

Distinctive features relative to similarly sized independent advisers include a principal who holds an insurance license and may recommend insurance products for separate commissions, a disclosed potential conflict of interest. The firm’s explicit focus on pension consulting and participant education, together with its advisory referral service model, are less common among peers in this category.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Active portfolio management Retirement income strategy Debt management

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Fee options

Fixed

Financial, estate planning and wealth management services flat fee ranging from $400 to $20,000

Percentage

$0 - $650,000: 2.25% annually (0.1875% monthly) $650,001 - $1,400,000: 1.75% annually (0.14583% monthly) $1,400,001 - $1,750,000: 1.50% annually (0.125% monthly) $1,750,001 - $2,000,000: 1.25% annually (0.10416% monthly) $2,000,001+: 1.00% annually (0.08333% monthly)

Project-based

$585.00 per hour for financial, estate planning, and wealth management review services

Other

Account minimum: $650,000 Fee-only: Percentage of AUM fees as tiered schedule; financial planning flat fees and hourly rates

Main office location

LBG Advisor

2030 Main Street, Ste 1300

Irvine CA 92614, United States

Number of offices

1

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 800-484-0350

Advisors at this firm

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user avatar

Johnnie G

Series 63, Series 65, Series 66

Irvine, CA

LBG Advisor

Johnnie Goodman is the sole advisor at LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with LBG Advisor since 2012. Outside of his advisory role, he provides retirement planning, life insurance consulting, estate planning consulting, and long-term care insurance services. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofits. The firm manages assets primarily on a non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.

Options & derivatives strategies Active portfolio management Retirement income strategy Debt management
user avatar

Craig S

Series 63, Series 65

Irvine, CA

LBG Advisor

Craig Sweeney is the sole advisor at LBG Advisor and holds Series 63 and Series 65 licenses, with seven years of industry experience. He has been with LBG Advisor since 2015 and also owns and consults for Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and insurance sales. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm operates on a non-custodial, primarily non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.

Options & derivatives strategies Active portfolio management Retirement income strategy Debt management
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