Lockshield Partners Financial Services

Financial Advisor in Glasgow, KY

Firm Info
Address: 301 S Broadway St, Glasgow, KY 42141, USA
Phone: (270) 629-2046

Firm Size
Assets Under Management: $189.9 million
# of Advisors: 3
# of Clients: 1,194
Client to Advisor Ratio: 398:1
Average Account Size: $159,066
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Lockshield Partners, Inc. Overview

Lockshield Partners, Inc. is based in Glasgow, Kentucky and has been providing investment advice since 2019. As a fee-only investment advisory firm, they are compensated solely by their clients and do not receive any commissions or other payments from third-party providers. This ensures that their advice is objective and unbiased. Lockshield Partners, Inc. offers financial planning services to help individuals and small businesses achieve their financial goals. This includes creating a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance. They also provide portfolio management services, where they will manage a portfolio on behalf of their clients. This includes monitoring and adjusting the portfolio as needed to ensure it stays aligned with their clients' objectives. In addition to working with individuals and small businesses, Lockshield Partners, Inc. also offers portfolio management services for businesses or institutional clients. They understand that each client has unique needs and they tailor their services accordingly. Their goal is to help their clients achieve long-term success by providing sound investment advice and tailored solutions to meet their specific needs.

LOCKSHIELD PARTNERS, INC. caters to a diverse set of clients, including individuals, high net worth individuals, and charitable organizations. Their clients come from various backgrounds and have varying levels of financial knowledge, but the firm's commitment to providing quality financial advice and management is unwavering. LOCKSHIELD PARTNERS, INC. offers a wide range of services to meet the unique needs of their clients. As for the fee structures available, LOCKSHIELD PARTNERS, INC. understands that each client has different needs and requirements. Therefore, they provide flexible fee structures to ensure that clients receive the best value for their investment. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM) or an hourly fee. Alternatively, the firm may offer fixed fees for specific services. Whether it's portfolio management, financial planning, or investment advice, LOCKSHIELD PARTNERS, INC. strives to provide transparent and competitive pricing that aligns with their clients' financial goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for LOCKSHIELD PARTNERS, INC. does not mention anything about an investment minimum.

How This Office Can Help Glasgow, KY Residents

Lockshield Partners Financial Services provides a variety of financial services to clients in Glasgow, KY. They understand that everyone's financial situation is unique, which is why they offer personalized assistance tailored to their clients' specific needs. Some of the financial situations that someone living in Glasgow, KY might be facing include managing debt, saving for retirement, starting a business, or planning for their children's education. Lockshield Partners Financial Services can help clients consolidate their debt and create a plan to pay it off in a manageable way. They can also provide advice on retirement planning, helping clients choose the right investment options to maximize their savings. For those looking to start their own business, Lockshield Partners Financial Services can assist with business planning and securing funding. Lastly, they can help parents plan for their children's education costs, whether it be through a 529 savings plan or other investment options. Overall, Lockshield Partners Financial Services is committed to helping their clients achieve their financial goals and secure their financial future.

To view the Minimum Investment and Fee Schedule for Lockshield Partners, Inc., visit their Part 2 Brochure.

Services Offered by Lockshield Partners, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lockshield Partners, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 301 S Broadway St, Glasgow, KY 42141, USA
Phone (270) 629-2046
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Lockshield Partners, Inc. is registered to service clients in the following states:

  • Kentucky
  • Tennessee

Disciplinary History

Lockshield Partners, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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