Lisch Investment Management provides personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Lisch Investment Management is a fee-only firm and does not accept commissions.
Assets Under Management$63M
Clients101
Advisors2
Avg. per Client$620K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.45% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees for accounts under $4,000,000 are NOT NEGOTIABLE. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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