Limehouse Wealth Management provides financial planning and portfolio management services. Financial planning covers cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Portfolio management involves creating customized portfolios using model portfolios or investment strategies offered through Charles Schwab & Co., Inc. Limehouse Wealth Management also uses sub-advisors and monitors them to ensure they adhere to their investment style.
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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Charles Schwab's investment platform fees are separate, ranging from 0.30% to 0.80%. If using a sub-advisor, the fee is 2.00% (includes sub-advisor's fee, max 0.70%). All accounts have a $50 annual administrative/tech fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...