Lota Advisors LLC provides custom-designed portfolio management to qualified investors and small businesses, adapting to their risk and investment goals. Clients maintain their own accounts, granting Lota Advisors LLC trading authorization only. Lota Advisors LLC uses quantitative and technical analysis to solve strategic problems for clients. The firm may use derivative products and shorting as part of its strategies, unless the client restricts them in writing. Lota Advisors LLC also offers financial planning reviews for an hourly fee.
Assets Under Management$6.7M
Clients4
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable at this time.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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