Lefavi Wealth Management (LWM) offers investment management and financial planning services for individuals, high net worth individuals, businesses, and charitable entities. LWM manages investments with discretionary authority, meaning they make trades without asking you first. They create financial plans covering retirement, education, taxes, and estate planning. LWM also offers insurance products through their affiliated broker-dealer.
Assets Under Management$440M
Clients646
Advisors3
Avg. per Client$680K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated, but will not exceed 1.75%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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