A complete list of active advisors currently associated with Lotusland Properties

Warmer can help you find a great advisor at Lotusland Properties or one who fits your needs even better.

Lotusland Properties, Inc. provides advisory services to individuals and high‑net‑worth individuals as a single‑advisor firm and does not impose an account minimum. The firm’s services are limited to selecting and referring clients to third‑party investment advisers rather than directly managing client portfolios; its Form ADV reports $0 in discretionary and non‑discretionary assets under management as of December 2024. The firm’s process focuses on vetting and recommending other advisers, including verifying licensing or notice filings for any recommended manager, and it does not exercise trading authority, custody client assets, or conduct portfolio management itself. Ongoing account reviews and reporting are performed by the third‑party managers to which clients are directed, and clients remain responsible for third‑party custodian and transaction fees. Distinctive aspects disclosed in the brochure include an affiliation with The Practice Certified Public Accountants, Inc. and that the firm’s principal provides accounting services outside the advisory business, a relationship the firm identifies as a potential conflict of interest. Lotusland also does not charge asset‑based (percentage‑of‑AUM) management fees and is compensated through fee‑sharing arrangements with the third‑party advisers it recommends, including a disclosed relationship with Raymond James.

To learn more about the advisors currently working at Lotusland Properties, 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.