LGT Financial Advisors manages investment portfolios and provides personalized financial planning and consulting services, including estate planning, tax planning, and insurance strategies. LGT Financial Advisors works with individuals, pension and profit-sharing plans, and charitable organizations to build tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and private funds.
Assets Under Management$460M
Clients147
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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