Lawton Retirement Plan Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,534,964
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Lawton Retirement Plan Consultants, LLC provides retirement plan consulting and investment advice to corporations and other business entities, with a client focus on pension and profit-sharing plans and approximately $38.5 million in assets under advisory. Its services include preparing investment policy statements, asset selection and ongoing portfolio monitoring tailored to retirement plan accounts.
The firm follows a long-term investment approach and generally limits recommendations to mutual funds, using fundamental, technical and cyclical analysis to inform its advice and conducting at least annual portfolio reviews. LRPC operates on a non‑discretionary basis and does not execute trades or hold custody of plan assets, so plan participants and custodians implement transactions.
Noteworthy features relative to peers include the firm’s predominantly non‑discretionary advisory model, its explicit pension consulting practice for plan sponsors, and its use of hourly consulting arrangements in addition to asset‑based fees. LRPC also discloses a solicitation agreement under which it refers some clients to Morgan Stanley and shares a portion of advisory fees for those referrals, a disclosed potential conflict of interest.
Client services
Occupation focus
Fee options
Quarterly fixed fee arrangement up to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.25% $5,000,001+: 0.20%
$300 per hour
Minimum fee: Minimum Annual Fee of $10,000 Fee-only: Hourly consulting fee of $300 per hour (negotiable in special circumstances)
Main office location
Lawton Retirement Plan Consultants, LLC
Hales Corners WI, United States
Number of offices
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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