Litovsky Asset Management
Litovsky Asset Management offers comprehensive retirement plan advisory and investment management services. We set up and manage retirement plans including 401(k) and Defined Benefit/Cash Balance plans for solo and group medical and dental practices, and we serve in an ERISA 3(38) fiduciary capacity. Our clients are almost exclusively doctors and dentists, and our retirement plan services are offered nationwide.
Konstantin Litovsky is the founder of Litovsky Asset Management. As an ERISA 3(38) fiduciary, Konstantin’s job is to make sure that your practice has the best plan cost effectively and that your plan is managed prudently so that your plan sponsor fiduciary liability is minimized. If you’re looking to set up a 401(k) or a Cash Balance plan for your practice, I highly recommend you contact Mr. Litovsky.
- Services: Workplace retirement plans
- Fee Structure: Flat-fee
- Location: Sarasota, FL
- Litovsky Asset Management Application, ADV2
- Website, [email protected], (508) 292-8380
We charge a flat/fixed fee rather than an AUM fee and we use low cost index and passively managed funds (including Vanguard and DFA) to build model portfolios with an average expense ratio of 0.14%. Retirement plan advisory fees range from $3,600 – $20,000 with discounts available for multiple plans, and no fees are ever taken out of participant accounts.