LTC Wealth Management offers financial consultations on specific financial matters. LTC also manages client portfolios through the SEI Asset Management Program, where SEI provides advisory services to LTC. LTC helps clients determine their risk profile and investment objectives, and recommends an initial asset allocation. LTC does not act as a custodian of client assets.
Assets Under Management$3.3M
Clients11
Advisors1
Avg. per Client$300K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum total management fee charged to the client by SEI and paid to LTC will not exceed 1.50%. Custodian fees and internal mutual fund expenses are separate from the management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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