LM Advisors offers continuous advice on client investments based on individual needs. They develop a personal investment policy and manage a portfolio accordingly. In some cases, they select a money manager to manage a specific strategy within the client's account. They manage accounts on a discretionary or non-discretionary basis, considering capital preservation, cash flow, and growth, as well as tax implications. LM Advisors also provides non-discretionary advisory services for a flat fee.
Fee Structure
LM Advisors offers investment management services where fees are based on a percentage of the value of your investments. The standard fee range is generally between 0.50% and 1.00% per year. The exact fee depends on factors like the amount you invest and the services you need. Fees are charged monthly. LM Advisors also provides non-discretionary advisory services for a flat fee.