LPM Advisors, LLC

Overview

LPM Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm operates as a capital allocator and focuses its advisory activity on selecting other investment advisers rather than managing all strategies in-house. Its regulatory/profile attributes indicate it is not positioned as a multi-state adviser, does not characterize itself as an active ESG investor, and does not identify as a pension consultant or a related adviser. The firm reports an atypical fee structure described as "other" rather than the standard assets-under-management or flat-fee models. LPM Advisors also lists an accountant among its industry affiliations, which may reflect a close operational relationship for client reporting, tax coordination, or back-office support.

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Location & Offices