LMPG Wealth Advisors offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LMPG Wealth creates an Investment Policy Statement for each client, outlining their financial situation. LMPG Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, derivatives, structured products, venture capital funds and private placements.
Assets Under Management$130M
Clients56
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$66M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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