LGT Wealth Management US Limited (LGT US) offers investment management services to clients who have a connection to the United States and the United Kingdom. LGT US provides discretionary and advisory investment management services across various account types, including individual savings accounts, investment portfolios, individual retirement accounts, personal pensions, trust, and charity accounts. LGT US offers a Strategic Portfolio Service, a Discretionary Account Service, and an Advisory Account Service. LGT US also offers a comprehensive financial planning service.
Assets Under Management$1.4B
Clients1,106
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. For accounts custodied with RBC, LGT US charges a fixed investment management fee of 0.95% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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