Assets Under Management

$7.7B

Number of Clients

587

Number of Advisors

30

Average Client AUM

$13.0M

AUM per Advisor

$255.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Laird Norton Wetherby Wealth Management (LNW) offers personalized service and comprehensive wealth management, including investment management, wealth planning, and collaborative professional services. LNW formulates an investment policy statement (IPS) to guide its work with each client. LNW's clients are predominantly wealthy individuals and families with complex holdings.

Fee Structure

Minimum Investment:$3M
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Loading...
Location

580 California St., San Francisco, CA, 94104

30 Advisors at this firm

Page 1 of 2