LVW Advisors is an investment advisory firm providing custom wealth management services, including investment management, financial planning, research, and consulting for high-net-worth individuals, families, trusts, estates, private foundations, and business entities. LVW Advisors builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, private investment funds, and independent managers. The firm emphasizes asset allocation, diversification, and risk management through methods such as Monte Carlo simulations and stress testing. LVW Advisors also assists clients with business exit planning, cash flow strategy, and connects clients with third-party financing and insurance solutions through affiliates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed advisory fee negotiated on a case-by-case basis.