Lotusment Advisors offers portfolio management services based on individual client goals and risk tolerance. They offer two portfolio levels using ETFs, mutual funds, and selected stocks. Lotusment also provides retirement plan advisory services to employer plan sponsors, assisting with plan establishment, monitoring, and compliance. Lotusment may recommend third-party asset managers.
Assets Under Management$8.8M
Clients46
Advisors1
Avg. per Client$190K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $50K | 0.75% |
| $50K - $100K | 1.25% |
| $100K+ | 1.00% |
Fees are negotiable. For accounts managed through third-party advisors, Lotusment's fee is up to 1.00% annually, and the total combined fee (including third-party fees) will not exceed 1.60% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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