Lymanwealth LLC

Fee-Only (% of Portfolio)

LymanWealth LLC uses dollar cost averaging, value averaging, and quantitative analysis to build model portfolios that trade leveraged exchange traded funds (ETFs). The algorithm incrementally purchases shares daily while looking for daily profit and long-term growth profit targets. When targets are achieved, shares are sold to capture profit. These leveraged ETFs track US-based broad-market indices but have volatility approximately three times the daily return of their respective benchmark indices. The firm's services are only suitable for investors with aggressive and speculative risk tolerance and should only be used for funds designated for high-risk capital growth.

Assets Under Management$16M
Clients231
Advisors3
Avg. per Client$70K
Avg. per Advisor$5.4M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm

Lymanwealth LLC | TrueAdvisor