Lm Advisors LLC

LM Advisors, LLC, also known as LMA Wealth Management, is a SEC-registered investment adviser established in June 2010, succeeding LM Advisors, Inc., which began operations in September 1984. The firm offers investment supervisory services and individual portfolio management on a discretionary or non-discretionary basis. They tailor investment strategies based on client needs, risk tolerance, and objectives, offering services such as long-term purchases, short-term trading, and option writing. LM Advisors acts as a fiduciary for retirement accounts, ensuring the client's best interests are prioritized. The firm manages over $2.3 billion in client assets as of 12/31/2024. Fees are charged based on a percentage of assets under management, typically ranging from 0.50% to 1.00% annually. LM Advisors may negotiate fees on a client-by-client basis and offers discounts to select clients. Clients' fees are debited monthly from their accounts. The firm does not provide performance-based fees and serves various client types, including individuals, high net worth individuals, and charitable organizations. LM Advisors employs fundamental and technical analysis in investment decisions, with a focus on risk management and client objectives. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical conduct and client-focused decision-making. Clients have the right to vote on proxies, and the firm does not maintain custody of client assets.