Advisor at Lifestyle Asset Management, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifestyle Asset Management, INC.
Location
Friendswood, TX 77546
Credentials
Series 63
Industry experience
26 years
Lotte Optekamp is a financial advisor at Lifestyle Asset Management, Inc. with 26 years of industry experience. She holds a Series 63 designation and has been with Lifestyle Asset Management since 2011. In addition to her advisory role, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Asset Management, Inc. provides advisory and consulting services to individual and high-net-worth clients, as well as employee benefit plans. The firm offers personalized portfolio management, pension consulting, and sub-advisory services, utilizing both discretionary and non-discretionary mandates across a variety of investment strategies tailored to client objectives.
Based on Lifestyle Asset Management, INC.
Based on Lifestyle Asset Management, INC.
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.55% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.05% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
Commission-based compensation for securities and insurance products by some representatives
Hourly fee of $175 for financial planning consulting services, negotiable
Account minimum: $50,000 Fee-only: Hourly fee of $175, negotiable depending on scope and complexity
211 West Edgewood, Suite 300
Friendswood, TX 77546
Texas
Lifestyle Asset Management, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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