LW Advisors offers investment management, either with or without the firm making trades for you. They also provide financial planning on an hourly or fixed-fee basis, covering topics like wills, estate planning, investments, taxes, and insurance. LW Advisors also holds educational seminars.
Assets Under Management$36M
Clients76
Advisors1
Avg. per Client$470K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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