L 1 Global Wealth offers comprehensive family wealth management services, including customized investment portfolios, investment management, and financial planning. L 1 invests primarily in exchange-traded individual equity securities, fixed income securities, exchange-traded funds, and mutual funds. On a limited basis, L 1 may recommend alternative assets including private equity funds and real estate funds.
Fee Structure
L 1 Global Wealth charges a percentage of your portfolio each year, ranging from 0.20% to 1.00%. The investment management fee is negotiable depending on factors such as the size of the account and the complexity of services provided. The fee is billed in advance of each calendar quarter and is typically debited from the client's custodial account.