Lockstep Financial provides financial planning services on topics such as college savings, financial goals, investment analysis, and retirement planning. Lockstep Financial also provides investment management services on a discretionary basis. Lockstep Financial uses fundamental, technical, and passive investment management strategies.
Assets Under Management$1.3M
Clients12
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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