Lava Wealth Management offers investment management and consulting services. They manage client investment portfolios on a discretionary basis, allocating assets among various securities like stocks, bonds, MLPs, mutual funds, REITs, and ETFs. They may also recommend private placements to accredited investors. Lava Wealth Management tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients are advised to promptly notify Lava Wealth Management of any changes in their financial situation or investment objectives.
Assets Under Management$43M
Clients34
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Lava Wealth Management may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...