LW Pacific Investments offers personalized investment advice, working with clients to understand their goals, risk tolerance, and financial situation. LWPI constructs and monitors portfolios using exchange-traded funds, mutual funds, stocks, bonds, and real estate investment trusts. The firm may recommend cash positions to hedge against market movements and will reallocate positions as needed to meet client objectives.
Assets Under Management$3.1M
Clients6
Advisors1
Avg. per Client$510K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
LWPI may apply certain discounts to the advisory fee at its sole discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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