A complete list of active advisors currently associated with LBT Wealth Management, LLC

Warmer can help you find a great advisor at LBT Wealth Management, LLC or one who fits your needs even better.

LBT Wealth Management is an independent, solo-registered investment adviser that primarily serves individual clients, offering discretionary portfolio management and financial planning. The firm charges percentage-of-AUM advisory fees and also provides hourly and fixed-fee planning engagements, and it does not require a minimum account size. The firm documents client goals and constraints in an Investment Policy Statement and uses a mix of charting, fundamental, technical and cyclical analysis to construct and monitor portfolios under discretionary authority. LBT may employ active strategies — including long- and short-term trading, short sales, margin transactions, and option-writing — and it implements allocations for held-away employer retirement plan assets using a FeeX order management system. Noteworthy for a firm of its size is the combination of a modest client base and AUM with operational and trading practices more commonly seen at larger firms, such as the use of held-away order management and more sophisticated trading techniques. The firm also discloses the principal’s outside insurance business and advisory relationship with another firm as potential sources of additional client choice and conflicts to consider.

To learn more about the advisors currently working at LBT Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.