LI Wealth Management provides financial planning and tax preparation services. They offer ongoing and project-based financial planning, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. LI Wealth Management may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$230K
Clients24
Advisors1
Avg. per Client$9.8K
Avg. per Advisor$230K
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee will not exceed 1.00%. The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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