L&L Financial Services offers investment advice and financial planning services. They primarily advise on variable annuities and mutual funds. They also offer asset management and allocation services through third-party managers and a program with Savant Wealth Management. L&L works with clients to determine their investment objectives and risk tolerance, and then helps them select appropriate investment strategies. They also monitor the performance of client assets and provide periodic reports.
Assets Under Management$9.5M
Clients28
Advisors7
Avg. per Client$340K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
These fees are for the Advisor Services program with Savant Wealth Management. L&L Financial also charges 1.50% annually for other advisory services, including variable annuity sub-account management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...