Lotzer & Co., Inc. offers investment management and financial planning services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Lotzer & Co., Inc. is a fee-only firm and does not sell financial products or receive commissions.
Assets Under Management$28M
Clients45
Advisors1
Avg. per Client$630K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. There is a $600 minimum annual fee. Accounts under $50,000 are charged a minimum quarterly fee of $150.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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