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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2010
- Office Locations
- 1
Office Locations
About Xitright
XitRight is a California-registered RIA led by Douglas J. Lutkus (AIF, CEPA) providing flat-fee fiduciary investment advice plus retirement and business exit planning, including plan creation and quarterly rebalancing with client approval. Clients can custody at Charles Schwab or their preferred custodian. Fees are $250/hr, fully disclosed upfront, and the firm is independent of investment managers; portfolios commonly use ETFs alongside U.S. government/agency bonds and cash.
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Owner & Executives
DOUGLAS JOHN LUTKUS
Financial Advisor
- CRD
- #4029478
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,065,640 | -- |
| Total | $4,065,640 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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