Lords Wealth offers investment education courses, investment advising, and financial consulting for individuals. The firm focuses primarily on advising clients on a portfolio of mutual funds with the goal of long-term capital appreciation. Clients set up and manage their own brokerage accounts, typically with Fidelity Investments, while Lords Wealth provides guidance on fund selection, portfolio allocation, and dollar-cost averaging. Lords Wealth does not have access to client accounts or authority to make trades on their behalf. The firm also offers investment education courses consisting of several sessions covering market history, savings plans, retirement accounts, and mutual fund reviews, as well as hourly financial consulting.
Fee Structure
Lords Wealth charges a one-time fee based on a percentage of the cash value of the investments recommended, as specified in your client agreement. This fee can be paid in a lump sum upfront or in installments as you invest your money. There is no account minimum required to work with Lords Wealth.