LCI Advisors manages investment portfolios and strategies to meet client goals, focusing on building and protecting wealth. They use a disciplined approach, selecting investments based on intermediate and long-term trends and company valuations. LCI Advisors manages portfolios on a discretionary or non-discretionary basis, investing in stocks, bonds, options, and other securities. They offer different portfolio types matched to client needs, including customized portfolios.
Fee Structure
LCI Advisors charges a percentage of the value of your portfolio each year, billed quarterly in advance. The fees vary depending on the amount of assets, the type of securities, and the portfolio type. Here's a breakdown:
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Focused Growth Portfolio:
- 2.00% on the first $250,000
- 1.25% on the next $250,000
- 1.00% on the next $500,000
- 0.50% on amounts over $1,000,000
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All other portfolios (equity portion) and Customized Portfolios:
- 1.25% on the first $250,000
- 1.00% on amounts over $250,000
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Fixed-income portion of portfolios:
- 1.0% on the first $250,000
- 0.9% on amounts over $250,000
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ETF Portfolios:
- 0.65% on the first $50,000
- 0.45% on amounts over $50,000
- 0.65% for all ETF International Portfolios
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Manager Choice Portfolio: 1.00% of assets for the LCI Advisors portion, plus fees charged by the third-party manager and the custodian.
These fees are negotiable.