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LPF Advisors, LLC

Headquartered in SARASOTA, FL

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Firm Information

LPF Advisors, LLC is a Sarasota, FL-based investment advisory firm managing $277,457,947 in assets. The firm offers financial planning, pension consulting, and selection of other advisors. LPF Advisors, LLC serves primarily individuals (both high net worth and non-high net worth) with a total of 735 client accounts.

LPF Advisors, LLC

2601 CATTLEMEN ROAD

SARASOTA, FL 34232

$277.46M

Assets Under Management

39

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees/erisa fees

Branch Locations (1)

LPF ADVISORS, LLC has a total of 1 branch locations across the country.

Advisors at LPF Advisors, LLC

View All 5 Advisors

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Disclosures

There are no public disclosures for LPF Advisors, LLC.

Frequently Asked Questions (8)

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