LTC Wealth Management provides financial consulting and non-discretionary investment management services to individuals and high-net-worth clients. Founded in 2017 and based in Tempe, Arizona, LTC Wealth Management partners with SEI Investments Company to help manage client portfolios using asset allocation models comprised of mutual funds and exchange-traded funds. The firm provides guidance on retirement income planning, investment management, risk management, tax planning, estate planning, trust administration, and philanthropy. LTC Wealth Management does not charge for its financial consulting services, and management fees for the SEI program are capped at a maximum of 1.50%. The firm's managing member is also an independent insurance agent and operates Care Funding Solutions, which provides long-term care consulting and planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum total management fee will not exceed 1.50%. Exact fees and schedules are disclosed in SEI's client agreement.