LV Advisory refers its clients to U.S. registered investment advisors for investment management. LV Advisory analyzes client financial profiles and recommends suitable portfolios. A strategy unit reviews the U.S. advisor's recommendations, and LV Advisory communicates these to the client. If the client accepts, the order is placed through LV Advisory's affiliated broker-dealer. LV Advisory is compensated via a referral fee from the U.S. portfolio manager.
Fee Structure
LV Advisory does not directly manage client investments. Instead, it refers clients to U.S. portfolio managers. LV Advisory receives a referral fee from the U.S. portfolio manager, which is a portion of the fees the U.S. portfolio manager charges the client. Clients are not expected to pay more to the U.S. portfolio manager than if they had hired them directly.