Lotus Asset Management (LAM) offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LAM creates an investment policy statement for each client. LAM also offers due diligence on alternative investments for accredited investors. LAM generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, digital assets, and commodities.
Assets Under Management$120M
Clients117
Advisors1
Avg. per Client$1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are generally negotiable. LAM also offers due diligence and monitoring of alternative investments for a fee of 0.80% of the assets invested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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