LS Investment Advisors (LSIA) offers personalized investment advice and portfolio management based on your goals, risk tolerance, and time horizon. LSIA also provides financial planning services, ranging from comprehensive plans to single-subject consultations. LSIA uses a third-party platform, Pontera, to manage held-away assets like retirement accounts.
Assets Under Management$930M
Clients193
Advisors4
Avg. per Client$4.8M
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The minimum annual fee is $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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