Lemme Investment Group (LIG) is a fee-only registered investment advisor. LIG offers wealth management, which includes investment management and financial planning, and retirement plan management services. For wealth management, LIG provides ongoing investment advice based on your individual needs, developing a personal investment plan with asset allocation targets and managing a portfolio based on that plan. At no additional fee, LIG also provides a detailed financial plan designed to help achieve your stated financial goals and objectives. LIG may recommend outside managers to assist with the management of client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
If LIG utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.