Lucien, Stirling & Gray Advisory Group (LSG) provides investment advice to individuals, corporations, pension plans, trusts, estates, and charities. LSG offers both supervisory accounts (personalized advice) and non-supervisory accounts (following pre-set investment models). LSG also offers hourly consultations and one-time reports on specific securities. LSG primarily advises on mutual funds, variable annuities, and variable life insurance.
Assets Under Management$130M
Clients145
Advisors3
Avg. per Client$900K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are discounted for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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