LL Financial Services provides financial planning and asset management services. Financial planning covers topics like investment, retirement, insurance, tax, and estate planning. Asset management involves ongoing supervision of client accounts, with reviews at least quarterly. LL Financial Services may also recommend third-party money managers. They work with individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
LL Financial Services offers asset management services where they manage your investments on an ongoing basis. The fee ranges from 0.50% to 1.75% of the value of your portfolio annually, depending on the type of client, complexity, and the mix of investments. Fees are billed quarterly, in advance. LL Financial Services also offers asset management services for a flat annual fee ranging between $0 and $20,000.