Lions Financial Advisory (LFA) provides ongoing portfolio management based on individual client goals and risk tolerance. LFA creates an investment policy statement for each client. LFA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. LFA generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, venture capital funds and private placements. LFA also offers a financial planning software subscription service.
Assets Under Management$390K
Clients16
Advisors1
Avg. per Client$24K
Avg. per Advisor$390K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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