Lotus Investment Advisors manages investment accounts based on your individual needs, goals, and comfort with risk. They invest in stocks, bonds, exchange-traded funds (ETFs), mutual funds, and other assets. Lotus will adjust your investments based on economic conditions, potentially shifting to bonds or cash. They focus on identifying companies with strong earnings or those undervalued by the market.
Assets Under Management$25M
Clients21
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for balances over $5,000,000. Fixed income only accounts have a different fee schedule: 0.9% on the first $5,000,000 and negotiable on the balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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