A complete list of active advisors currently associated with LSP Advisory LLC

Warmer can help you find a great advisor at LSP Advisory LLC or one who fits your needs even better.

LSP Advisory LLC provides discretionary portfolio management and investment advice primarily to individuals and high‑net‑worth clients, managing roughly $24.8 million across about 99 client relationships. The firm commonly charges percentage‑of‑AUM fees and assists clients in building customized portfolios through model portfolios and a range of instruments, including mutual funds, ETFs, structured notes, REITs, and interests in private equity and private debt. The adviser operates as an independent firm that delegates portfolio management to third‑party sub‑advisers and uses quantitative and qualitative criteria to select and monitor those managers, aligning client risk categories with model portfolios. Clients typically authorize the firm to recommend sub‑advisers and receive periodic reviews, while the firm relies on third‑party platforms and reporting tools to implement and monitor strategies. Distinctive aspects include formal sub‑advisory relationships that result in fee‑sharing with other investment advisers, an affiliated tax and income‑planning business, and the principal’s licensure to sell insurance products (with commission compensation disclosed as separate from advisory fees). The firm also offers periodic educational seminars and access to less common products such as structured notes and private investments via third‑party managers; these relationships and potential fee shares and insurance commissions are disclosed in the brochure and governed by the firm’s policies and Code of Ethics.

To learn more about the advisors currently working at LSP Advisory 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.