Lorenz Financial offers investment coaching for employer retirement plans and portfolio management through a wrap fee program. For investment coaching, Lorenz Financial analyzes available investments in the client's retirement plan and makes recommendations. Portfolio management is based on the client's needs, objectives, risk tolerance, and time horizon. Lorenz Financial uses Interactive Brokers as its custodian.
Assets Under Management$7.5M
Clients10
Advisors1
Avg. per Client$750K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.50% |
| $1.5M - $3.0M | 0.35% |
| $3.0M - $6.0M | 0.25% |
| $6.0M - $12.0M | 0.20% |
| $12.0M - $24.0M | 0.16% |
| $24.0M - $50.0M | 0.13% |
| $50M+ | 0.13% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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