Lorne Steinberg Wealth Management (LSWM) offers investment management to individuals, corporations, and non-profit organizations. LSWM manages client funds through separately managed accounts and pooled funds (though the pooled funds are not currently available for direct investment by U.S. investors). LSWM also offers financial planning services free of charge to its separately managed account clients. LSWM's investment approach is value-based.
Assets Under Management$650M
Clients993
AdvisorsN/A
Avg. per Client$660K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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