Luxton Financial, LLC.
(Registered Investment Adviser)
- $50,000 or $5 Million - Luxton feels strongly that the “small” investor should receive the same type of service and advice as the “large” investor.
- Specialize in retirement asset
management - mitigate risk and endeavor to obtain a consistent return on
your investment portfolio.
- Let Luxton handle your "forgotten" 401K
from a previous job - roll it over so you will be able to receive
active investment management.
- Luxton Financial does not custody (hold)
our client assets, which means we do not have access to your funds; our
custodian is Pershing, LLC.
- Independent unbiased investment advice - we do not "push" investments because of a sales agreement like brokers
- Luxton is compensated by a fee not by a sales commission - Luxton is on the same side of the table with the investor.
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Luxton is a boutique full-service retirement management investment firm.
Luxton Financial opened in 2006 with the unique mission of providing our clients with superior client service, investment education, advice and independent investment selection. We will not "push" an investment because of a sales agreement.
At Luxton, we feel strongly that the “small” investor should get the same type of service and advice as the “large” investor.
All our clients are treated equally with the same access to experienced investment advice and services that many times they do not receive from the larger investment houses due to their account size.
Luxton does not have loyalties, business relationships or proprietary investment products that can “cloud” our investment advice, we are driven only by what we feel is the best course of action to accomplish our clients goals.
Experience a truly unique advisor client relationship - give Luxton Financial a call to set an introductory meeting - 952-856-4321.
Luxton Financial does not custody (hold) our client assets, which means we do not have access to your funds; our custodian is Pershing, LLC. Pershing, being one of the largest and most respected custodians in the business, you can be assured that your assets are protected from theft or fraud. Pershing is a member of NYSE, SIPC, NASD, Municipal Securities Rulemaking Board and other exchanges. As a member of these entities, Pershing business units are required to adhere to stringent regulations, which are designed to safeguard your assets and interests. In addition, Luxton Financial is bonded.
Luxton Financial clients must be serious about reaching their goals by implementing and following through with their financial plan. Much like a personal exercise trainer that makes you exercise, we are your personal financial trainer.
Located in Burnsville, Minnesota.