JM Lotshaw Consulting provides investment advisory services on a discretionary basis, meaning they make investment decisions for you. They focus on understanding your goals, determining your risk tolerance, and managing your investment portfolio. John M. Lotshaw has over fifty years of experience in the investment industry. The firm uses commission-free investment products with low internal expenses.
Assets Under Management$7.9M
Clients7
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees may be negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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