Lotusland Properties

Lotusland Properties serves individual and high‑net‑worth clients (about 48 accounts) and provides advisory services limited to the selection and referral of third‑party investment advisers rather than direct portfolio management. The firm does not take custody of client assets, does not trade client accounts, and does not exercise investment discretion on client accounts.

Lotusland’s process focuses on vetting and recommending outside money managers, verifying that recommended advisers are properly licensed or notice‑filed, with the selected manager’s contract governing fee timing and reporting. The firm is compensated through disclosed fee‑sharing arrangements with the third‑party advisers it recommends (including a relationship with Raymond James), a structure the brochure identifies as a potential conflict of interest.

Noteworthy aspects compared with peers include an affiliation with an accounting firm and that the adviser also provides accounting services outside the advisory business, a relationship the brochure discloses and states clients are not required to use. The firm also does not provide direct portfolio management for individuals and generally does not charge fees calculated as a percentage of assets under management or accept performance‑based fees, which the brochure notes is uncommon among independent advisers.