Lockerman Financial Group, Inc

Lockerman Financial Group, Inc., based in Newport Beach, California, was established in 2021 as an investment adviser firm owned by Lisa L. Lockerman Living Trust. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. As a fiduciary, Lockerman Financial Group, Inc. is committed to acting in the best interest of clients. The firm offers financial planning and consulting services, investment management, and utilizes third-party managers for portfolio implementation. Clients can expect tailored investment strategies, including long-term and short-term purchases, asset allocation, and preferred securities such as ETFs and mutual funds. For financial planning and consulting services, Lockerman Financial Group, Inc. charges flat or recurring flat fees based on the scope and complexity of the engagement. Investment management fees do not exceed 1.50% annually and are billed on a pro-rata basis. The firm does not charge performance-based fees and generally requires a minimum relationship size of $500,000 or a minimum fee of $5,000 annually. Clients are encouraged to review the firm's Brochure for detailed information on services, fees, and investment strategies. Lockerman Financial Group, Inc. does not accept proxy authority to vote client securities and does not provide financial information in the Brochure due to specific criteria not being met.