LCR Wealth Management offers investment advice and portfolio management on a discretionary basis. Services include defining investment objectives and asset allocation. LCR Wealth Management may direct clients to third-party investment advisors. LCR Wealth Management also offers consulting services to pension and employee benefit plans. LCR Capital Partners LLC is the majority owner of LCR Wealth Management and may refer investors seeking advisory management services to LCR Wealth Management.
Assets Under Management$150M
Clients78
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. LCR Wealth Management may be compensated a reduced fee of 0.60% for accounts invested in certain private investments including the Fund, Portfolio Advisors Real Estate Fund VIII and Embree Net Lease Fund V.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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