Lakshmi Wealth Management (LWM) offers personalized financial advice and customized investment portfolios. LWM works with individuals and trusts to understand their financial goals and risk tolerance. LWM provides advice on insurance, retirement planning, college savings, and estate planning. LWM creates tailored portfolios using various financial instruments, including stocks, bonds, ETFs, and options.
Assets Under Management$29M
Clients19
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee is negotiable based on the nature and breadth of the relationship with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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