LWM Advisory Services offers tailored advice to clients, analyzing their financial situations and providing investment recommendations to meet their goals. Services include portfolio management, financial planning, and consulting. The firm manages investments in various securities, including equities, bonds, mutual funds, and alternative investments. LWM Advisory Services also offers access to third-party money managers through LPL Financial.
Fee Structure
LWM Advisory Services manages client portfolios for a fee, which is a percentage of the value of your portfolio. This fee is negotiated and can vary depending on the size and complexity of your account. The annual fee will not exceed 2.00%. Fees are charged quarterly in advance. There is a minimum investment of $100,000, but the firm may accept smaller accounts.