Liriano Wealth Advisory Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Liriano Wealth Advisory Group (LWAG) provides investment advice and financial planning to individuals. LWAG offers portfolio management services directly or through AssetMark's wrap fee program. Financial planning services range from broad-based planning to single-subject consultations. LWAG primarily advises on mutual funds and exchange-traded funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
For clients participating in the AssetMark platform, LWAG charges: - Under $500,000 — 0.55% per year - $500,001 to $1,000,000 — 0.45% per year - $1,000,001 to $3,000,000 — 0.35% per year - Over $3,000,000 — 0.25% per year AssetMark also charges a 0.15% platform fee unless a sub-advisor is used. If a sub-advisor is used, the sub-advisor's fee will not exceed 1.10%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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