LVZ, Inc. provides comprehensive financial advisory services, including investment management, financial planning, investment consulting for outside assets, and management of third-party investment managers. Founded in 1960 and registered as an investment advisor since 2006, the firm manages discretionary portfolios for individuals, trusts, estates, charitable organizations, corporations, and corporate retirement plans. LVZ offers a variety of proprietary portfolio management styles, ranging from classic growth and income strategies to specialty portfolios and Biblically Responsible investing. The firm also offers specialized services such as direct indexing and access to online estate planning tools. LVZ tailors its advisory services to each client's individual investment objectives, time horizon, and risk tolerance, working closely with clients to build suitable asset allocations primarily utilizing exchange-traded funds, mutual funds, and variable annuities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on account size, complexity, and related accounts. Accounts below $100,000 may incur an additional $60 annual maintenance fee.