L & M Wealth Management and Retirement Solutions provides investment advice and asset management services to individuals and high net worth individuals. They create tailored portfolios using stocks, bonds, exchange traded funds, options, mutual funds, and other securities. Portfolios are reviewed at least quarterly and rebalanced as needed based on client goals and objectives.
Assets Under Management$67M
Clients136
Advisors3
Avg. per Client$490K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.40% |
| $2M+ | 2.20% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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