Why XitRight?
Why XitRight?
In one word, transparency.
XitRight charges $250. per hour, all fees are fully disclosed upfront and paid by individual client directly or from corporate retirement plan assets.
Assets are held at Charles Schwab or by the clients custodian.
XitRight is not affiliated with any investment managers or mutual fund companies.
Douglas Lutkus
What Does XitRight Offer?
What does XitRight offer?
XitRight offers three services:
Investment advice
Business exit planning
Retirement planning
How Does XitRight Operate?
How does XitRight operate?
For most clients, a retirement or business exit plan is created. Other clients just want quarterly rebalancing.
Next, investments are proposed and then implemented.
Finally, investments are rebalanced upon client approval on a quarterly basis.
Douglas J. Lutkus
(916) 974-9760
581 N Street Lincoln, California 95648
XitRight is not affiliated with any investment managers or mutual fund companies.
All fees are fully disclosed and paid by individual clients directly or from corporate retirement plan assets.
Providing Flat Fee Fiduciary Investment Advice, Business Exit and Retirement Plans.
XitRight is a registered investment adviser in the state of California. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein. Click here for Firm Brochure.
© 2026 Douglas J. Lutkus. All rights reserved.