Lockshield Partners offers investment management based on individual client goals and risk tolerance. They also provide financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Clients engage other professionals like lawyers and accountants directly. Lockshield Partners does not act as a custodian of client assets.
Assets Under Management$250M
Clients1,017
Advisors4
Avg. per Client$240K
Avg. per Advisor$61M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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