Lagos Wealth Advisors provides investment advice and management through the AssetMark platform, retirement plan consulting services to businesses, and refers clients to other investment advisors. For AssetMark, they help clients choose an asset allocation strategy and investment managers. They also offer a Next Level IRA program for retirement rollovers. They monitor investments and meet with clients to review their accounts.
Assets Under Management$65M
Clients156
Advisors3
Avg. per Client$420K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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