Lockwood Wealth Strategies offers wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. These services include investment management and financial planning. Lockwood creates customized investment portfolios using exchange-traded funds, low-cost mutual funds, and individual stocks. Financial planning covers areas like retirement, education, and estate planning. Lockwood may recommend unaffiliated investment managers.
Assets Under Management$81M
Clients70
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$81M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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