Lens Investments offers ongoing investment management and consulting services. Lens Investments manages accounts based on a client's financial situation, investment goals, and risk tolerance. Lens Investments also provides consulting for investors interested in impact investing, including education on values-based investing. Lens Investments does not have discretionary authority over client accounts.
Assets Under Management$7.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Lens Investments offers asset management services where fees are based on a percentage of the value of your portfolio. The annual fee ranges from approximately 0.05% to 1.00%. The specific fee will be determined at the firm's discretion and outlined in your agreement.
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