L&S Investment Advisors provides ongoing investment management services based on your individual goals, risk tolerance, and time horizon. L&S creates a personalized Investment Policy Statement for each client. L&S primarily recommends stocks and ETFs, but may also use mutual funds, fixed income securities, real estate funds, hedge funds, private equity funds, and other investments to diversify portfolios. Clients must have higher than normal risk tolerance to engage L&S.
Assets Under Management$220M
Clients387
Advisors6
Avg. per Client$560K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.35% |
Fees are negotiable. There is also a $1,300 annual flat fee paid monthly in equal amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...