LTG Capital provides financial planning and portfolio management services to individuals and small businesses. Their services include investment strategy, asset allocation, asset selection, and regular portfolio monitoring. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Assets Under Management$140M
Clients92
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable and range from 0.25% to 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...