Lionshead Wealth Management offers investment advice tailored to clients' needs. Services include portfolio management (discretionary and non-discretionary), financial consulting on topics like risk management and estate planning, pension consulting for employee benefit plans, and micro family office services. Lionshead primarily advises on mutual funds and ETFs.
Assets Under Management$200M
Clients99
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Clients of record prior to January 1, 2025 are subject to annual fees that vary between 0.45% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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