L
Lotusland Properties
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
48
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$0
About
Lotusland Properties, Inc. provides advisory services to individuals and high‑net‑worth individuals as a single‑advisor firm and does not impose an account minimum. The firm’s services are limited to selecting and referring clients to third‑party investment advisers rather than directly managing client portfolios; its Form ADV reports $0 in discretionary and non‑discretionary assets under management as of December 2024.
The firm’s process focuses on vetting and recommending other advisers, including verifying licensing or notice filings for any recommended manager, and it does not exercise trading authority, custody client assets, or conduct portfolio management itself. Ongoing account reviews and reporting are performed by the third‑party managers to which clients are directed, and clients remain responsible for third‑party custodian and transaction fees.
Distinctive aspects disclosed in the brochure include an affiliation with The Practice Certified Public Accountants, Inc. and that the firm’s principal provides accounting services outside the advisory business, a relationship the firm identifies as a potential conflict of interest. Lotusland also does not charge asset‑based (percentage‑of‑AUM) management fees and is compensated through fee‑sharing arrangements with the third‑party advisers it recommends, including a disclosed relationship with Raymond James.
Client services
Selection of other advisers
Main office location
Lotusland Properties
44651 Village Court, Suite 125
Palm Desert CA 92260, United States
Number of offices
1
Most active in
Lotusland Properties has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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