LBT Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,144,509
Total clients
33
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$368,015
About
LBT Wealth Management is an independent, solo-registered investment adviser that primarily serves individual clients, offering discretionary portfolio management and financial planning. The firm charges percentage-of-AUM advisory fees and also provides hourly and fixed-fee planning engagements, and it does not require a minimum account size.
The firm documents client goals and constraints in an Investment Policy Statement and uses a mix of charting, fundamental, technical and cyclical analysis to construct and monitor portfolios under discretionary authority. LBT may employ active strategies — including long- and short-term trading, short sales, margin transactions, and option-writing — and it implements allocations for held-away employer retirement plan assets using a FeeX order management system.
Noteworthy for a firm of its size is the combination of a modest client base and AUM with operational and trading practices more commonly seen at larger firms, such as the use of held-away order management and more sophisticated trading techniques. The firm also discloses the principal’s outside insurance business and advisory relationship with another firm as potential sources of additional client choice and conflicts to consider.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Fixed financial planning fees ranging from $5,000 to $30,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
$250 per hour, negotiable
Fee-only: Hourly fee of $250, negotiable; fixed financial planning fees between $5,000 and $30,000, negotiable
Main office location
LBT Wealth Management, LLC
Iselin NJ, United States
Number of offices
1
Most active in
LBT Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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