Lotusment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lotusment Advisors is a small independent advisory firm that provides discretionary and non‑discretionary portfolio management primarily for individual clients, along with retirement plan consulting, 529 plan advising, one‑time consulting, and 1031 exchange consulting. The firm documents client objectives in an Investment Policy Statement and charges asset‑based advisory fees, consistent with common practice among independent RIAs.
The firm offers two tiered model portfolios — an L1 strategy focused on ETFs and mutual funds and an L2 strategy that adds selected large‑cap stocks — and uses a mix of fundamental, technical, modern‑portfolio, and quantitative analysis. Lotusment also makes third‑party asset managers and model portfolios available through multiple platforms (including Zacks, AssetMark, Orion, and Envestnet), while retaining ongoing monitoring responsibility and offering non‑discretionary asset allocation and monitoring services as an alternative to discretionary management.
Several services distinguish the firm relative to peers of similar size: it makes the Flourish Cash online cash‑management sweep available to clients (with a disclosed administrative/service fee taken from interest), provides 1031 exchange consulting and may recommend DSTs or private real‑estate funds, and serves as an ERISA fiduciary for retirement plans in either a 3(21) or 3(38) capacity. The principal maintains an external, non‑investment employment role as a data architect for a county government, the firm discloses potential soft‑dollar benefits, and it requires use of specified custodians and 529 platforms for client accounts.
Client services
Expertise
Fee options
$0 - $10,000: $10,000 - $49,999: $10,000 - $49,999: $10,000 - $10,000: $10,000 - $10,000: $10,000 - $10,000: $10,000 - $10,000:
Account minimum: $10,000 Minimum fee: Ongoing Monitoring and Advisory Services tiered flat fees ranging from $750 to $2,500 annually depending on asset level Fee-only: One-time consulting fees ranging from $500 to $2,500 depending on scope
Main office
Bothell WA
Advisors at this office
1
Most active in
Texas · Washington
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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