Lefavi Wealth Management
Assets Under Management
$438.8M
Number of Clients
646
Number of Advisors
3
Avg. Portfolio per Client
$679K
Avg. Managed per Advisor
$146.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Lefavi Wealth Management (LWM) offers investment management and financial planning services. LWM manages investments for individuals, high net worth individuals, businesses, and retirement accounts. LWM creates asset allocation models and reviews client portfolios regularly. Financial planning services cover retirement, education, charitable giving, and estate planning. Clients engage other professionals like lawyers and accountants directly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.
Fee Estimator
Areas of Practice
Location
2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109