Lloyd Park offers investment management services based on clients' financial objectives, risk tolerance, and personal circumstances. The firm analyzes clients' current investments, goals, and financial situations to create suitable portfolios. Lloyd Park may use third-party service providers for tax and estate planning assistance and software to analyze security holdings.
Assets Under Management$170M
Clients97
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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