Lloyd Tevis Investments offers digital investment advisory services through its website, using algorithms to provide investment advice to individual investors. The service aims to coordinate a client’s investments with their other assets to effectively utilize their total economic resources to achieve goals. The firm formulates an investment and financial management strategy tailored to the client’s specific requirements.
Assets Under Management$440K
Clients12
AdvisorsN/A
Avg. per Client$36K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual maintenance fee of $100 is credited against the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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No advisors found for this firm.