LVZ, Inc. offers investment management on a discretionary basis, investment consulting for assets managed elsewhere, financial planning, and management of third-party investment managers. LVZ uses both fundamental and technical analysis to make investment decisions. They offer Classic and Specialty portfolio management styles. Clients grant LVZ authority to manage their accounts, typically investing in ETFs and mutual funds. Financial planning includes creating a comprehensive plan tailored to the client's goals.
Assets Under Management$970M
Clients2,387
Advisors16
Avg. per Client$410K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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