LGG Financial provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. LGG Financial also offers retirement plan advisory services to plan sponsors. LGG Financial may use independent managers to manage a portion of client assets. The firm acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
LGG Financial charges a fee based on the value of your portfolio, ranging from 0.85% to 1.50% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount of assets managed, the use of independent managers, and the overall relationship. The total fee, including LGG Financial's fee and any independent manager's fee, will not exceed 2.00% annually.