Leif Clarke Wealth Management provides investment management services tailored to the individual needs of its clients. LCWM offers a variety of investments including mutual funds, stocks, bonds, and ETFs. LCWM takes a value investing approach and considers the client's risk tolerance, time horizon, and income needs when making investment recommendations.
Assets Under Management$57M
Clients161
Advisors1
Avg. per Client$360K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable based on the amount of assets under management and the type of investments being utilized within the account. LCWM may substantially discount its fees for family, friends, companies of family and friends, and non-profit organizations at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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