Michael Wehrli is a registered investment advisor at Lcr Wealth Management LLC, based in Westport, CT, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. LCR Wealth Management may be compensated a reduced fee of 0.60% for accounts invested in certain private investments including the Fund, Portfolio Advisors Real Estate Fund VIII and Embree Net Lease Fund V.
Fee Estimator
Location
518 Riverside Ave, Building A, Floor 2, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lcr Wealth Management LLC
State Registrations2 states
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