LFS RIA, LLC provides personalized financial planning, consulting, and investment management services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. LFS RIA specializes in designing long-term income streams using a blend of low-risk, moderate-risk, and growth-oriented investments. Investment advice is provided with the client making the final decision on investment parameters.
Assets Under Management$13M
Clients28
Advisors1
Avg. per Client$470K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Non-standard Assets are tolled at the Net Asset Value most recently stated by the fund sponsor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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