Louis Henry Wealth Management manages investment portfolios and provides financial planning as part of their investment advisory services. They work with clients to understand their goals, risk tolerance, and time horizon, then create and manage investments based on that plan. Financial planning includes conversations around the client’s goals, objectives, priorities, vision, and legacy, including estate, income tax, charitable, cash flow, and wealth transfer objectives. They primarily allocate client assets among cash, individual stocks, bonds, and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Louis Henry Wealth Management and the client. In certain circumstances, fees may be negotiated.