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Find Retirement Advisors for Retirement Planning in Delaware, Lewes

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Top 2 Retirement Planning firms in Lewes, Delaware (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1413 Savannah Road,, Suite 4
Lewes, DE, 19958
$301,878,36712315
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2

16192 Coastal Highway,
Lewes, DE, 19958
$40041
A percentage of AUM, Subscription fees, Performance Based

Information on Top Retirement Planning firms in Lewes, Delaware

QualificationsFirm CRD# 283696

Assets Under Management $301,878,367

No. Of Clients1231

Clients Per Financial Advisor246

LOKKEN INVESTMENT GROUP, LLC is a financial advisory firm situated in Lewes, Delaware. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1231 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Education seminars/workshops
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QualificationsFirm CRD# 326985

Assets Under Management $400

No. Of Clients4

Clients Per Financial Advisor4

SOCIALTRADER is a financial advisory firm situated in Lewes, Delaware. With a nearly $400 assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Subscription fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
View Full Profile

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