L&L Partners Wealth Management offers portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. L&L creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. L&L generally limits its investment advice to fixed income securities, equities and ETFs (including ETFs in the gold and precious metal sectors).
Assets Under Management$70M
Clients73
Advisors2
Avg. per Client$970K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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