Laird Norton Wetherby Wealth Management (LNW) offers investment management, wealth planning, and collaborative professional services to wealthy individuals and families. LNW works with clients to create an investment policy statement that summarizes their goals, objectives, and risk tolerance. LNW's services are tailored to each client's individual needs and goals, and the firm collaborates with other advisors, such as attorneys and CPAs, to provide comprehensive financial advice.
Fee Structure
Laird Norton Wetherby Wealth Management's annual fees typically range between 0.90% and 0.30% of the total assets they manage. The fees may be subject to an annual minimum or adjustment. The factors used to determine the fee include the historical nature of the client relationship, the number of accounts and entities, portfolio and financial complexity, unique client circumstances, the variety and scope of services provided, and the location of the advisory team. Fee arrangements, schedules, and account minimums are negotiable.