Lansdowne Wealth Management (LWM) offers ongoing investment management based on your goals, risk tolerance, and time horizon. LWM creates a plan to select a portfolio that matches your specific situation. LWM also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. These planning services are offered for a flat or hourly fee.
Assets Under Management$210M
Clients427
Advisors7
Avg. per Client$500K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:
- First $500,000 — 1.25% per year
- Next $500,000 — 1.15% per year
- Next $1,500,000 — 1.00% per year
- Next $2,500,000 — 0.50% per year
- Above $5,000,000 — Negotiable
For another type of account, the fees are:
- First $500,000 — 1.25% per year (minimum $2,500)
- Next $500,000 — 1.00% per year
- Next $1,500,000 — 0.80% per year
- Next $2,500,000 — 0.70% per year
- Above $5,000,000 — Fixed $25,000 flat fee
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