Living Room Wealth Management (LRW) provides financial planning and investment management services. LRW offers comprehensive financial planning for a flat annual fee, financial coaching engagements, and hourly advisory services. LRW acts as a fiduciary, meaning they are legally required to act in your best interest. LRW does not sell financial products or receive commissions.
Assets Under Management$54M
Clients41
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$54M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are calculated quarterly on an ongoing basis and can change depending on the value of the client’s portfolio at the end of any given quarter. Fees are generally non-negotiable and subject to change in the future.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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