Lashley Wealth Management Inc. (LWMI) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. LWMI creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. LWMI generally limits its investment advice to fixed income securities, equities and ETFs. LWMI requires discretionary authority from clients in order to select securities and execute transactions.
Assets Under Management$71M
Clients51
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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