LookAhead Wealth offers investment portfolio management services to both retail and institutional clients. They develop personalized investment strategies to help clients achieve their financial objectives. LookAhead also advises clients on retirement planning, college savings, and charitable giving. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$45M
Clients199
Advisors2
Avg. per Client$230K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. For clients of Titus Financial, the maximum fee charged is 1.45%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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