LaChance Wealth Partners provides wealth management and financial planning services to individuals and high-net-worth individuals. Wealth management includes investment management and financial planning. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, and tax strategies. LaChance Wealth Partners may recommend outside managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.87% |
Fees are negotiable. The fee schedule includes the Outside Manager’s fee, if LWP utilizes an Outside Manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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