LLG Wealth Management provides wealth management services, encompassing investment management and financial planning. They offer advice on stocks, bonds, mutual funds, and ETFs. LLG also provides financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. LLG does not have discretionary authority, requiring client approval for trades.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
LLG Wealth Management's annual advisory fee is a flat fee ranging from $3,000 to $15,000 per year, paid monthly or quarterly in advance. The specific fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
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