Lovett Investment Consulting provides investment advice to a small group of high-net-worth families. The firm works with clients to create an asset allocation plan and recommends mutual funds, exchange-traded funds (ETFs), and independent managers to implement the plan. Lovett Investment monitors client accounts and makes recommendations to rebalance the portfolio. The firm is not accepting new clients.
Assets Under Management$190M
Clients35
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Lovett Investment Consulting does not have a set fee schedule. All fees are flat fees and are negotiated in advance between each client and Lovett Investment and are billed quarterly in arrears.
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