Lariat Wealth Management offers investment management services to clients based on their individual needs and goals. They develop a personalized investment strategy and manage a portfolio based on that strategy. As part of the investment management process, they may also provide financial forecasting to help guide investment decisions. Lariat Wealth Management manages accounts on a discretionary basis.
Assets Under Management$38M
Clients27
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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