Luther Forest Wealth Advisors (LFWA) is a wealth advisory firm offering objective financial advice. LFWA creates long-term personal financial plans, cash flow planning, and asset and debt restructuring. LFWA builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They tailor their services to individual needs by assessing goals, risk tolerance, and any account limitations.
Assets Under Management$99M
Clients214
Advisors2
Avg. per Client$460K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Clients prior to November 1, 2006 are charged an annual fee of 1%, unless the above schedule would result in a lower fee for them. Fees are subject to negotiation and LFWA reserves the right to waive the minimum quarterly fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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