Lions Wealth Management provides investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also offer financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. They may recommend third-party money managers to manage client assets.
Assets Under Management$80M
Clients120
Advisors3
Avg. per Client$670K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Some clients may be charged a fixed fee, but it will not exceed the percentage-based fee schedule. For clients utilizing a Sub-Advisor for asset management services, the total fee stated above will not include the Sub-Advisor’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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