LCV Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered through comprehensive or hourly engagements.
Assets Under Management$47M
Clients24
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $3.5M | 0.50% |
| $3.5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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