LotusGroup Advisors provides financial planning and investment management services to individuals and companies. Clients choose a portfolio strategy based on their risk profile and investment objectives. LotusGroup meets with clients periodically to review their financial situation and make adjustments as needed. They also offer business valuation services.
Assets Under Management$230M
Clients148
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
LotusGroup Advisors charges a fee based on the amount of your investments and the investment strategy you choose.
For clients with less than $500,000, there is a flat annual fee of $10,000, charged quarterly. Once your investments exceed $500,000, you will be moved to a fee structure based on your investment strategy:
- Tactical Strategies: 1.75% annually on the first $1 million, 0.75% on amounts over $1 million.
- Global Rotation Strategies: 1.50% annually on the first $1 million, 0.75% on amounts over $1 million.
- Global Index Strategies: 1.25% annually on the first $1 million, 0.75% on amounts over $1 million.
- Black Label Services: 1.75% annually on the first $1 million, 0.75% on the next $1 to $20 million, 0.50% on amounts over $20 million.
- Private Only: 1.75% annually on the first $1 million, 0.75% on amounts over $1 million.
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