LVS Advisory offers investment management services, managing client accounts through a separately managed account platform. They also provide general financial planning services but do not advise on selecting other investment advisors. LVS Advisory's strategies may include investments in various securities. They also offer consulting services, including research on securities, businesses, and economic trends. LVS Advisory works with clients to tailor portfolio management and accommodate investment restrictions.
Assets Under Management$12M
Clients30
Advisors1
Avg. per Client$380K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are 0.5% per quarter (2% annually). Qualified clients with at least $1 million under management may elect a performance-based fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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