Lurie Davis Wealth Management LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Lurie Davis Wealth Management (LDWM LLC) offers customized investment management and financial planning services. LDWM LLC works with clients to establish an investment profile and invests in stocks, bonds, mutual funds, and ETFs. Financial planning services include cash management, risk management, insurance, education funding, goal-setting, retirement planning, and estate planning. Clients are not obligated to implement the advice or use additional services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $200.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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