LGL Partners provides investment management, financial planning, and consulting services tailored to individual client needs. LGL allocates investments among mutual funds, exchange traded funds, third-party managers, and alternative investments. LGL also provides advice on legacy positions. LGL consults with clients to develop an investment policy statement that determines risk tolerance and time horizon. Clients are advised to promptly notify LGL of changes in their financial situation or investment objectives.
Fee Structure
LGL Partners charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.50% depending on the size of your portfolio, the complexity, and the services provided. Alternatively, LGL may charge a fixed annual fee, ranging from $5,000 to $2,000,000, negotiated independently with each client. Fees are generally charged quarterly, based on the average daily balance of your portfolio during the previous quarter.