L Squared Wealth Management offers financial planning services covering cash flow, retirement, tax, and estate planning. They also provide ongoing portfolio management services, including the option to engage third-party investment managers. L Squared works with individuals, high net worth individuals, and small businesses.
Assets Under Management$24M
Clients31
Advisors1
Avg. per Client$780K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
Subject to a minimum fee of $1,000 / year ($250 / quarter).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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