LORDS WEALTH provides investment education courses and fee-based investment advice, focusing on a portfolio of mutual funds with the goal of capital appreciation. LORDS WEALTH assists clients in setting up their own accounts with Fidelity Investments and advises them on how much to invest in each fund. LORDS WEALTH is also available for financial consulting and limited financial planning.
Assets Under ManagementN/A
Clients24
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
LORDS WEALTH charges a one-time fee based on a percentage of the total cash value of investments recommended. This fee is based on the client's investment history as provided by LORDS WEALTH. The fee can be paid upfront or in installments. Periodic reviews of client accounts are billed at an hourly rate.
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