LotusGroup Advisors is a registered investment advisor based in Denver, Colorado, managing investments and providing financial planning for individuals, high-net-worth clients, trusts, and businesses. The firm offers four main portfolio strategies: index-based, global rotation, tactical management, and private investments, utilizing research and risk profiles tailored to each client. When you start, LotusGroup Advisors helps you choose an asset allocation and risk tolerance, then manages your portfolio on a discretionary or non-discretionary basis. For clients interested in major life decisions, the firm provides complimentary ongoing financial planning. Additionally, LotusGroup Advisors offers business valuation services for owners looking to transition or sell their companies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Schedule reflects Tactical Strategies. Global Rotation, Index, and Private Investment strategies have different rates on the first $1M (1.50%, 1.25%, and 1.75% respectively), dropping to 0.75% thereafter. Fees are negotiable.