Lbmc Investment Advisors, LLC

LBMC Investment Advisors, LLC (LBMC IA) was established in 1998 by the principals of the regional accounting firm LBMC, PC to provide investment advisory services. LBMC IA manages client assets of approximately $1,953,855,930 on a discretionary basis as of December 31, 2024. The firm operates as a fiduciary, managing accounts on a discretionary basis, typically allocating assets among a portfolio of index funds, mutual funds, bonds, or other investments. LBMC IA reviews client portfolios regularly and may make changes based on factors like investment performance and client objectives. Clients grant LBMC IA the authority to determine securities transactions. The firm charges annual fees ranging from 0.4% to 1.00% of assets under management, with a minimum quarterly fee of $500. LBMC IA may use Morningstar Advisor, asset allocation models, and Monte Carlo Simulations for investment analysis. LBMC IA does not charge performance-based fees and provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations. The firm does not vote proxies of client securities and does not have custody of client assets. Clients receive account statements directly from custodians like Charles Schwab & Co., Inc. or Fidelity Institutional Wealth Services. LBMC IA does not vote proxies of client securities and does not have custody of client assets. The firm does not vote proxies of client securities and does not have custody of client assets.