Lmpg Wealth Advisors, LLC

LMPG Wealth Advisors, LLC is a Limited Liability Company based in Florida, established in August 2023, with LMPG Holdings, LLC as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment strategies include asset allocation, risk assessment, and regular portfolio monitoring. LMPG Wealth seeks discretionary authority from clients to make investment decisions in line with fiduciary duties, ensuring fair and equitable treatment among clients. The firm specializes in various investment types, including mutual funds, fixed income securities, real estate funds, equities, and more. LMPG Wealth operates as a fiduciary under ERISA and the Investment Advisers Act of 1940, prioritizing clients' best interests. The fee structure is tiered based on assets under management, ranging from 0.50% to 1.50%. Clients are responsible for third-party fees, and fees are paid quarterly in arrears. The firm does not engage in performance-based fees or accept compensation for securities sales. LMPG Wealth provides detailed insights into its methods of analysis, investment strategies, and associated risks, including charting analysis, fundamental analysis, and options trading. Clients receive regular account reviews and reports, with investment discretion available. The firm does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments.