LTS Financial Group provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LTS Financial Group creates an Investment Policy Statement for each client. The firm generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$16M
Clients80
Advisors1
Avg. per Client$200K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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