Lion's Eye Wealth (LEW) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LEW creates an Investment Policy Statement for each client to guide investment decisions. LEW also provides financial planning services covering investment planning, retirement planning, education funding, business investments, and tax optimization. LEW requires authority to make trades without asking first. LEW also provides educational seminars.
Assets Under Management$4M
Clients6
Advisors1
Avg. per Client$670K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.25% |
| $2.0M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Accounts can be combined under one household for advisory fee amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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