LVS Advisory is an investment advisory firm that manages portfolios for individuals, high-net-worth clients, trusts, estates, and other entities. LVS Advisory builds customized portfolios using individual stocks, bonds, real estate investment trusts, and other securities, focusing on long-term capital preservation and growth. Clients grant LVS Advisory the authority to make trades on their behalf without asking first. In addition to investment management, LVS Advisory offers consulting services such as researching specific securities, private businesses, or economic trends.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is assessed as 0.5% of the account balance at the end of each calendar quarter. Qualified clients with at least $1 million under management may alternatively elect a performance allocation fee structure of 20% of net annual profits above a high-water mark.