Lentz Wealth Advisors offers investment management services on a discretionary basis, using a tactical allocation strategy. Clients engaging Lentz Advisors for investment management receive comprehensive financial planning. Lentz Advisors also offers standalone financial planning services. Lentz Advisors may recommend third-party money managers to clients.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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