Litvak Wealth offers customized investment advice to individuals, high net worth individuals, trusts, and estates. Litvak works with clients to understand their goals, risk tolerance, and financial situation to create a tailored investment strategy. Litvak constructs portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and alternative investments. Litvak may also provide limited scope investment advisory solutions where they do not have authority to execute trades.
Fee Structure
Litvak Wealth charges a percentage of your portfolio annually for investment management. The specific rate can vary depending on the size and complexity of your account, up to a maximum of 1.50% per year. Clients with limited scope service are typically charged a lower fee. Fees are calculated at the end of each quarter. The fees may be negotiable at Litvak's discretion.