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The fee is billed in advance and is negotiable.","source":"LGT FA PART 2A BROCHURE, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LGT Financial Advisors use?","answer":"LGT Financial Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $250M and Charles Schwab & Co., Inc. (Lone Tree, CO), with $202M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LGT Financial Advisors have?","answer":"LGT Financial Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LGT Financial Advisors invest in?","answer":"At the end of its last fiscal year, LGT Financial Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 5% exchange-traded equities, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LGT Financial Advisors?","answer":"LGT Financial Advisors’ direct owner is Lane Gorman Trubitt, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LGT Financial Advisors get paid?","answer":"LGT Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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